Wealth management
Planning and investing for what’s next
Specialist wealth management expertise, delivered the way you need
Whatever’s next for you and your family, we’re here to provide personalised support and specialist expertise to help you achieve what matters most.
Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
Explore financial planning solutions
Investment management
Personalised investment solutions to help you grow and protect your wealth your way.
Explore investment management solutionsWhy choose us?
When you choose Evelyn Partners you’ll benefit from the expertise of skilled specialists who’ll work together to provide the service you need, delivered in the way you want.
Ours is a culture of going further to understand our clients and what matters most to them so you’ll be supported by those who’ll recognise your ambitions, what you want for your loved ones, your work, your passions and your lifestyle. Drawing on this, they’ll make sure you’re set up to face the future with confidence and embrace what’s next for you.
£63.0bn
of assets under management, as at December 2024
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
Who we help
Whether you’re an individual or family, a partner in a firm, or an entrepreneur, we have a team with the skills and experience to help you achieve your goals.
Let’s discuss what’s next for you
Arrange a call with an expert from Evelyn Partners today.
Explore further
Discover the latest ideas and analysis from our team and find out more about our upcoming events.
- Event
Evelyn Partners Personal Injury and Court Of Protection Masterclass
Evelyn Partners would like to invite you to our annual Personal Injury and Court of Protection Masterclass which is taking place on Thursday 10th April at our new Leeds office.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Planning and recruiting for effective charity growth
Charities must evolve and adapt to the sector's changing landscape. But how do you ensure that your efforts aren't hindered by a skills-gap in your senior management, or your board?
- Event
Evelyn Partners Personal Injury and Court Of Protection Masterclass
Evelyn Partners would like to invite you to our annual Personal Injury and Court of Protection Masterclass which is taking place on Thursday 10th April at our new Leeds office.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Planning and recruiting for effective charity growth
Charities must evolve and adapt to the sector's changing landscape. But how do you ensure that your efforts aren't hindered by a skills-gap in your senior management, or your board?
- Event
Evelyn Partners Personal Injury and Court Of Protection Masterclass
Evelyn Partners would like to invite you to our annual Personal Injury and Court of Protection Masterclass which is taking place on Thursday 10th April at our new Leeds office.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Planning and recruiting for effective charity growth
Charities must evolve and adapt to the sector's changing landscape. But how do you ensure that your efforts aren't hindered by a skills-gap in your senior management, or your board?
- Event
Evelyn Partners Personal Injury and Court Of Protection Masterclass
Evelyn Partners would like to invite you to our annual Personal Injury and Court of Protection Masterclass which is taking place on Thursday 10th April at our new Leeds office.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Planning and recruiting for effective charity growth
Charities must evolve and adapt to the sector's changing landscape. But how do you ensure that your efforts aren't hindered by a skills-gap in your senior management, or your board?
- Event
Evelyn Partners Personal Injury and Court Of Protection Masterclass
Evelyn Partners would like to invite you to our annual Personal Injury and Court of Protection Masterclass which is taking place on Thursday 10th April at our new Leeds office.
- Event
Responsible Investment Conference 2025
We are delighted to invite you to our 2025 responsible investment conference where we explore geopolitical risks with Tom Holland from the popular “Rest is History” podcast series, and Helen Thompson, author of “Disorder”. We will also hear about the latest academic thinking on encouraging corporate climate solutions beyond reducing direct emissions and get the run down on the Evelyn Partners approach to sustainability.
- Event
Planning and recruiting for effective charity growth
Charities must evolve and adapt to the sector's changing landscape. But how do you ensure that your efforts aren't hindered by a skills-gap in your senior management, or your board?
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.