Business Details
Trusted Wealth Management Services in the UK
Evelyn Partners stands as a UK leader in wealth management, delivering integrated financial planning and investment management services since 1836. Our approach begins with understanding individual client goals, whether personal, familial, or organisational, and crafting tailored strategies to achieve them. With 64.6 billion in assets under management and 188 years of cumulative expertise, we combine deep industry knowledge with a commitment to responsible investing. Our services span cashflow modelling, retirement planning, inheritance tax strategies, and discretionary investment management, supported by a team of certified professionals.Operating from 23 offices across the UK, Ireland, and the Channel Islands, we prioritise long-term client relationships built on trust and transparency. We serve individuals, families, entrepreneurs, charities, and financial intermediaries, offering both bespoke advisory services and digital solutions through Bestinvest. Recognised by industry awards including STEP Investment Team of the Year and Investors Chronicle 5-star wealth manager status, our purpose remains to place the power of good advice into more hands.
Services
Total Wealth Management
Financial Planning
Investment Management
Employee Benefits
Bestinvest Online Platform
Highlights and features
- We have 188 years of combined experience in wealth management
- Our 64.6bn assets under management demonstrate scale and expertise
- We provide integrated financial planning and investment management
- Our team includes certified professionals with specialist knowledge
- We operate from 23 offices across the UK, Ireland and Channel Islands
Associations and certifications
- STEP
- PAM Awards
- FT/Investors' Chronicle
Services
Total Wealth Management
Combining financial planning and investment management to create holistic strategies. We help clients define goals, plan for life events, and invest for long-term growth. Our approach balances personal aspirations with market realities to deliver tailored solutions.
Financial Planning
Expert guidance for major life decisions including retirement, inheritance tax, and cashflow management. We create comprehensive plans addressing protection, investment, and estate planning needs while adapting to changing personal circumstances and regulatory environments.
Investment Management
Personalised investment solutions aligned with client objectives and risk profiles. Our discretionary management service combines active portfolio construction with responsible investing principles, supported by ongoing performance monitoring and strategic adjustments.
Employee Benefits
Specialist pensions and benefits advice for businesses. We help employers design competitive benefits packages while managing regulatory compliance and fiduciary responsibilities from recruitment through to retirement planning.
Bestinvest Online Platform
Digital investment platform for self-directed investors. Provides access to funds, stocks, and investment tools with research support, enabling clients to manage their own portfolios while benefiting from Evelyn Partners' infrastructure.
People
Paul Geddes
Group Chief Executive Officer
Leading Evelyn Partners with strategic vision since joining the firm, Paul Geddes brings extensive financial services experience to drive client-focused innovation while maintaining the firm's heritage of responsible wealth management.
Questions
What investment approach does Evelyn Partners use?
We combine discretionary portfolio management with responsible investing principles, tailoring strategies to individual risk profiles and financial goals while maintaining active market engagement.
Do you offer digital investment options?
Yes, our Bestinvest platform provides self-directed investors access to market tools and research while benefiting from our regulatory oversight and infrastructure.
How are fees structured for wealth management services?
Fee structures vary by service type but prioritise transparency. Total Wealth Management clients receive customised pricing aligned with service complexity and asset levels.
What specialist services exist for charities?
We create balanced investment portfolios for charities that align with both financial objectives and organisational missions, combining growth potential with ethical considerations.
How do you support professional firms?
We provide partnership-level wealth solutions addressing business succession, personal financial planning, and investment management tailored to the unique needs of professional service firm partners.
