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The Partner’s trusted partner
Business services, tax advice and wealth management for professional firms and their Partners.
Your clients’ partner
Our expertise and experience aren't only for your firm and yourself – they’re for your clients as well. No matter what sector your business is in, we share the common goal of offering your clients the best service.
‘Whether your clients aspire to make the most of their accrued personal wealth, make adjustments to their business strategy to accommodate technological or inflationary market trends, or plan accordingly for life-changing moments, we provide our expertise through all their life stages and business needs.
You’ll have the confidence that you are recommending a trusted partner to your clients, whilst feeling comfortable in the knowledge that you have quality senior professionals working with them.
Supporting your clients
For generations we’ve partnered with professional practices to help their clients’ personal finance and business needs. Our range of services and depth of knowledge enables us to provide expert advice tailored to each individual’s needs.
From start-up to exit, unlock the power of good advice for your clients.
Managing your clients’ current and future wealth
When it comes to your client’s personal wealth, our financial planners have the experience to understand and navigate the complexities involved. Whether your client wants to make the most of their wealth today, protect it for the future for themselves and their family, or overcome life’s challenges, we have the experience and expertise to help them prepare for any situation.
Helping your client grow their business from beginning to exit
We have the knowledge and experience to support your client's business throughout every stage of its life cycle – from the peak to the troughs and beyond. Whether their business is new, growing at a rapid rate or they’re looking to sell we can support them in every step.
Life-changing moments
Your clients may experience major, life-changing events, such as divorce or paying for care, that has a significant impact personally and financially. Our specialists can provide the unwavering support your client needs, ensuring your client finds the right solution for themselves and their family.
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Read our latest news and insights
How a financial planner and solicitor can work together during a divorce
Although the role of a solicitor is well-known during a divorce, it might be surprising to hear that there are many benefits of working with a financial planner in conjunction with your solicitor. To find out more, we spoke to Marika Franceschi, a partner at MacRoberts LLP, and Taina Moran, a financial planning director from Evelyn Partners' Edinburgh office. Marika and Taina regularly work together with clients going through a divorce to help them understand their situation and achieve the best possible outcome.
Pension sharing orders and divorce
Find out what a pension sharing order is and how a financial planner can work with you when going through a divorce
Divorce and finances
Find out why it’s still important to receive professional financial advice despite the divorce legislation changes
Events & webinars
Latest events hosted or faciliated by Evelyn Partners
Refresh your retirement plans and stay on track
Listen to our experts’ top tips on preparing your finances for retirement and how you could effectively use your tax allowances in order to maximise your retirement savings. They discuss why preparation is key to a comfortable retirement, along with the benefits of cashflow modelling and if phased retirement could be an option for you.
Estate planning workout – How to pass on your wealth
Kickstart your financial wellbeing for 2024 – book yourself in to one of our complimentary webinars targeting financial fitness for the year ahead. This webinar will help you shape up your estate planning strategies.
Balance your cash savings and investments in 2024
Strike the right balance between cash savings and investments with our complimentary webinar for 2024 targeting financial fitness.With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals. Cash savings and investments can both help to build your wealth and our latest webinar will explain their different rates of risk and return and how both assets work differently.
Remember, investments carry risk - you may get back less than invested
Speak to an expert
Connect with the power of good advice
By understanding your goals and aspirations, we offer the services that enable you and your clients to thrive. Contact us today and our specialists will be there to assist you.