See how we help our clients
We offer a range of services to individuals and organisations.
Wealth management
Bringing together financial planning and investment management to help you define, plan and invest for what’s next.
Explore combined wealth management
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 solutions
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.
Fund Solutions – Independent ACD and Fund Administration solutions
Evelyn Partners Group Limited (“the Group”) has announced that it has entered into an agreement to sell its Fund Solutions business, operated by Evelyn Partners Fund Solutions Limited (“EPFL”), to Thesis Holdings Limited (“Thesis”). The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.
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.