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Combined financial planning and wealth management expertise.

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Financial services

Financial Services is where our expert Financial Planning and Investment Management teams come together, partnering with our clients to understand their aspirations and bridge the gap between financial goals and achievable plans. At Evelyn Partners, we build trusted client partnerships and empower each other to leverage expertise to deliver good financial advice.

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What makes us different?

200 years of financial expertise

You'll be part of a supportive network, working alongside colleagues who champion your growth. Together, we push boundaries, share successes, and build stronger client solutions; all fuelled by a deep sense of trust and a commitment to excellence.  Our focus on continuous development ensures you have the tools and support to reach your full potential. 

 

“ At Evelyn Partners, my focus on financial education for athletes has been truly rewarding. Collaborating with 258 Management, we prepare athletes for life beyond sports with tailored financial planning. From navigating short career spans to maximising earnings, we prioritise their long-term security. One memorable client, despite a career-ending injury, achieved financial stability through strategic investments. It's fulfilling to empower athletes with knowledge that ensures their financial well-being and future success.  ”
Adam Osper Financial planning
Adam Osper, Managing Partner, Financial Planning

Types of roles & opportunities

Find your path

If you have a strong degree of empathy and want to be the best in your field this is the place for you. With diverse roles across financial planning, funds operations and investment management, we partner with a huge variety of clients. Become part of a collaborative environment that fosters growth and connection, shaping you for a lasting and fulfilling career. 

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Evelyn Partners JANNO 331 Enhanced NR
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

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