Wealth management that starts with one simple question: What's next?
What's next?
Everyone's next is different. We'll be your expert partners in seizing the opportunities that wealth can bring to make your unique future a reality.
What's next for you
What's next for you
For us, wealth advice always starts with you. Your ambitions, your career, your passions. So we'll listen first, then work together to bring forward the bright future you want.
What's next for your money
What's next for your money
For us, wealth never stands still. So we're constantly assessing opportunities in an ever-changing financial landscape to help you protect and grow your wealth.
What's next for the world
What's next for the world
For us, the future is something to be excited about. We're fascinated by how advancements from technology to culture can positively impact wealth creation. So let's sit down and discuss it together.
Our services
We go further to understand what matters most to clients, delivering personalised, expert advice to help you define, plan and invest for what's next.
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 solutionsThis is us
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients across the country. Everything we do is driven by our purpose of placing the power of good advice into more hands.
£61.9bn
of assets under management, as at 31 March 2025
188
years of experience
25
offices in towns and cities across the UK, Ireland and the Channel Islands
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 your goals
Arrange a call with an expert wealth manager today
An update on our separation
Professional Services will now be known as S&W.
Fresh perspectives
- Insight
The rise of women’s sport and its impact beyond the game
The growth of women’s sport is reshaping not just the games we watch, but the opportunities, confidence and leadership it inspires beyond the pitch
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
- Insight
Strategies for securing income in retirement during uncertain times
There are several strategies to adopt to try to secure a stable income in retirement and some of these can help to preserve capital too
- Insight
Trust planning considerations for business owners ahead of Business Relief inheritance tax changes
Business Relief IHT changes from April 2026 could raise tax bills. Learn how trusts and planning can protect your business legacy
- Insight
Navigating growth and risks in the European market
Europe has had its fair share of challenges in the past but it's becoming increasingly appealing for investors as fiscal conditions improve and market valuations remain attractive
- Insight
Game changers. Tackling the gender advice gap with purpose and partnership
Empowering women is essential to building a more inclusive, confident and financially secure future for everyone
- Insight
Confident investing for women: embracing risk
Women have historically been risk-averse when it comes to investing. But financial independence is growing among women creating the need for tailored advice that reflects the complexity of modern life
- Insight
Why longevity matters for successful women
We talk to Nottingham Forest Netball’s Chelsea Pitman on why for women, longer lives and lower earnings on average make early longevity planning essential
- Insight
The rise of women’s sport and its impact beyond the game
The growth of women’s sport is reshaping not just the games we watch, but the opportunities, confidence and leadership it inspires beyond the pitch
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
- Insight
Strategies for securing income in retirement during uncertain times
There are several strategies to adopt to try to secure a stable income in retirement and some of these can help to preserve capital too
- Insight
Trust planning considerations for business owners ahead of Business Relief inheritance tax changes
Business Relief IHT changes from April 2026 could raise tax bills. Learn how trusts and planning can protect your business legacy
- Insight
Navigating growth and risks in the European market
Europe has had its fair share of challenges in the past but it's becoming increasingly appealing for investors as fiscal conditions improve and market valuations remain attractive
- Insight
Game changers. Tackling the gender advice gap with purpose and partnership
Empowering women is essential to building a more inclusive, confident and financially secure future for everyone
- Insight
Confident investing for women: embracing risk
Women have historically been risk-averse when it comes to investing. But financial independence is growing among women creating the need for tailored advice that reflects the complexity of modern life
- Insight
Why longevity matters for successful women
We talk to Nottingham Forest Netball’s Chelsea Pitman on why for women, longer lives and lower earnings on average make early longevity planning essential
- Insight
The rise of women’s sport and its impact beyond the game
The growth of women’s sport is reshaping not just the games we watch, but the opportunities, confidence and leadership it inspires beyond the pitch
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
- Insight
Wealth tax in the UK: what you need to know (and why there’s no need to panic)
The idea of a UK wealth tax has been thoroughly explored, but the evidence suggests it’s unlikely to become reality any time soon
“ Driven by our purpose of placing the power of good advice into more hands, we're here to help you make significant decisions with confidence, providing strong foundations for your future and guide you towards your goals. ”
Our awards
Recognition for the work we do to support our clients is always an honour. Here are some of our achievements.
STEP
STEP
Following a rigorous judging process, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
PAM
PAM
What a great pleasure to win twice at the 2024 PAM awards: Total Wealth Planning – High Net Worth and Investment Performance – Cautious Portfolios. Past performance is not a guide to future performance.
FT/Investors
FT/Investors' Chronicle
The Investors’ Chronicle recognised Evelyn Partners as a 5-star wealth manager at the Celebration of Investment Awards 2024.
Organisations we help
Evelyn Partners provides services to financial intermediaries, charities and family offices.
Financial intermediaries
Let us help you help your clients by managing their investments while you focus on financial planning.
Find out more
Charities
Our experts can help you develop and implement an investment approach that is right for your charity.
Find out more
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
The Fund Solutions business has transitioned over to new ownership and is now known as Tutman Fund Solutions Limited. Please visit tutman.co.uk for the information you require.