Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Driven by their purpose of placing the power of good advice into more hands, they go further to understand the needs of their clients and what matters most to them. Everlyn Partners helps their clients make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
For individuals, families and entrepreneurs, Evelyn Partners offer professional investment management and financial planning support to help shape, plan and secure the life they want. As they have specialist expertise in both fields, their investment and financial planning experts work together on behalf of our clients, providing a comprehensive, co-ordinated, leading wealth management service. Evelyn Partners also manages investments on behalf of charities and for financial intermediary clients, and provides employee benefits and fund solutions to businesses.
Find out more about the Compassion in Financial Services Hub” We are delighted to be Founding Partner to the Edinburgh Future Institute’s new Compassion in Financial Services Hub. The partnership underpins our promise to “inspire what’s next?” and we look forward to collaborating with the Institute on our shared ambition to create a more inclusive, more sustainable and more compassionate Financial Services sector for the future.”
