Total Wealth Management
Total Wealth Management is Evelyn Partners’ future-focused solution for clients who want clarity, control and peace of mind.
Our fully integrated approach aligns your wealth with your goals to seek to maximise long-term impact. This service brings together your Investment Manager and Financial Planner as a cohesive team, ensuring your financial plan and investment strategy are seamlessly aligned and actively managed.
Together, they draw on nearly 200 years of experience and the insight of 170 investment professionals—we aim to deliver sharper, better-informed decisions to preserve and grow your wealth more effectively.
What is the Total Wealth Plan?
Your Total Wealth Plan is a personalised roadmap for your financial future. Built by your Financial Planner, it reflects your life goals, whether that’s retiring early, supporting your family, or growing your wealth.
It's designed to give you clarity, confidence and control. It evolves with your circumstances - empowering you to make informed decisions at every meaningful moment, so you can confidently embrace what’s next.
What is the Evelyn Partners' Signature Portfolio?
Your Signature Portfolio is a bespoke investment strategy designed by your Investment Manager to align with your Total Wealth Plan.
Working together, the plan aims to ensure your investments are held tax-efficiently, managed with care, and built to support your long-term goals, even through market volatility.
Investments carry risk, you may get back less than invested.
“ Total Wealth Management isn’t just about having a plan, it’s about having a team by your side, helping you move forward with clarity and confidence. ”
Hear from our clients
"We are writing to express our sincere appreciation for the outstanding guidance we continue to receive from Adam, our Investment Manager, and Declan, our Financial Planner. Over the years, they have consistently provided us with clear, concise, honest and well informed advice on our investments and pensions.
We trust them implicitly. Their expertise, professionalism and commitment to our long term financial wellbeing has given us peace of mind and we are genuinely grateful for their continued support. Their advice has always been delivered with clarity, integrity and in a way that has been easily understood. We place complete trust in their judgement and are confident that the decisions we have made under their guidance have been in our best interests both in the short term and longer term financial goals.
Their knowledge, reliability and client focused approach have given us reassurance and we are sincerely grateful for the relationship we have built with them."
Why 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.
£64.6bn
of assets under management, as at 30 June 2025
188
years of experience
23
offices in towns and cities across the UK, Ireland and the Channel Islands
Investment management
Your Investment Manager builds a bespoke portfolio aligned to your goals, helping you invest with confidence even through market volatility.
Financial planning
Your Financial Planner helps you turn life goals into a personalised strategy, guiding your decisions and helping you stay on track as life evolves.
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
Charity Conference - Leeds 2025
Managing Your Charity’s Assets – People, Property, Cash, and Investments.
- Event
Charity Conference - Belfast 2025
Support, insight and training for charity trustees and leaders
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.