• Personal
  • Adviser
  • Charity
About us Responsibility Locations Contact us Login
  • United Kingdom
    UK
  • Ireland
    Ireland
  • United States
    USA
Services
Total Wealth Management

Combined financial planning and wealth management expertise.

  • Financial Planning
    • A full financial plan
    • Cashflow modelling
    • Dealing with life-changing events
    • Financial protection
    • Inheritance tax and estate planning
    • International financial planning
    • Investing for children
    • Retirement planning and pensions
  • Investment management
    • Discretionary investment management
    • How we manage money
    • Investment advice
    • Responsible investing
  • Evelyn Partners funds
  • For entrepreneurs
  • DIY Investing - Bestinvest
Insights & events
Fees & charges
Our people
Become a client
or press enter
Popular Searches
  • Spring Budget 2024
Consumer Duty Main

Consumer Duty information

Product Information Sheets

The Consumer Duty sets high standards across the financial services sector. The information on this site is intended to support advisers, platforms and product providers in meeting their own Consumer Duty obligations.

We welcome any feedback you may have on the content of this site and for any further questions, please refer to your Evelyn Partners relationship manager.

Evelyn Partners as a Manufacturer

We have provided a summary of the products and services we manufacture that are distributed by others.

If you are a distributor of our products and services, such as a Financial Adviser or Platform, please click on the link below to access our product information sheets.

Learn more
Team Looking At Charts

Evelyn Partners as a Distributor

Our Distributor Feedback Questionnaires supply manufacturers with the information, they need to satisfy the Consumer Duty​.

We update these pages on an ongoing basis with information on Evelyn Partners products and services.

Learn more
Man Looking At Screen

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

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

Footer menu

Services

  • Total Wealth Management
  • Financial planning
  • Investment management
  • Evelyn Partners funds
  • Bestinvest
  • Employee benefits

Who we help

  • You and your family
  • Family offices
  • Entrepreneurs
  • Professional partners
  • Financial intermediaries
  • Court of Protection
  • Charities

About us

  • Governance
  • Corporate responsibility
  • Inclusion and diversity
  • Press centre
  • Careers
Sign me up for emails*

Sign up for our newsletter

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Policies, statements & disclosures

  • Anti-Corruption and Bribery Policy
  • Conflicts of Interest Policy Statement
  • Risk warnings
  • Sustainability Disclosure Requirements
  • Services for US connected Investors
  • Registered details
  • Legal and regulatory
  • Complaints procedure
  • Modern Slavery and Human Trafficking Statement
  • Whistleblowing
  • Keeping you safe
  • Consumer duty

©2025 Evelyn Partners

  • Privacy Notices
  • Website conditions
  • Accessibility
  • Cookie Policy
  • Change cookie settings

Thank you

Your form has been submitted and a member of our team will get back to you as soon as possible.

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest. One of our experts will then call you at a convenient time.

Please complete all fields below

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
0203 131 6167