See how we help our clients
We offer a range of services to individuals and organisations.
Total Wealth Management
Bringing together financial planning and investment management to help you define, plan and invest for what’s next.
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Financial planning
Expert advice to help you plan for life’s big decisions and your financial future.
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Investment management
Personalised investment solutions to help you grow and preserve your wealth your way.
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Entrepreneurs
Powering your journey from business success to personal wealth, so you can enjoy what's next. Our aim is to make your money work as hard for you as you did to earn it.
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Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
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Charity investment management
Carefully created investment portfolios, balancing your financial and charitable goals.
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Evelyn Partners Funds
As a dedicated investment management business, we are committed to achieving strong fund performance, and doing so with integrity.
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Employee benefits
Ensuring the relevant pensions and benefits arrangements are in place to help attract and retain the best people is critical to the success of any business. Our team of regulated pension experts can help you balance the benefits and risks for your business and employees from recruitment to retirement.
Looking for advice in Ireland?
Use the link below to learn more about our business in Ireland and how we can help you.
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.