Business Details
Trusted Financial Advisers in London
Evelyn Partners has been a UK leader in wealth management since 1836, providing personalized financial planning and investment management advice to individuals, families, entrepreneurs, and organizations. Our purpose is to place the power of good advice into more hands, helping clients define, plan, and invest for their unique futures. With 64.6 billion in assets under management and 188 years of combined experience, we combine deep expertise with a client-centric approach. Our services span total wealth management, financial planning, investment management, employee benefits, and specialized solutions for charities and financial intermediaries.Recognized through awards such as STEP Investment Team of the Year and Investors Chronicle 5-star wealth manager, we operate from 23 offices across the UK, Ireland, and the Channel Islands. We prioritize responsible investing, corporate responsibility, and innovation, ensuring clients benefit from tailored strategies in an evolving financial landscape. Our history, rooted in Tilney's 1836 founding, reflects a legacy of adapting to client needs while maintaining rigorous professional standards. We are committed to transparency, ethical practices, and empowering clients to navigate life's financial challenges with confidence.
Services
Total Wealth Management
Financial Planning
Investment Management
Employee Benefits
Bestinvest
Highlights and features
- We combine 188 years of wealth management experience with innovative financial strategies.
- Our 64.6 billion assets under management reflect proven investment expertise.
- Personalized service tailored to individual client ambitions and circumstances.
- Recognized as STEP Investment Team of the Year for excellence in client support.
- 23 UK, Ireland, and Channel Islands offices ensure local market knowledge.
Associations and certifications
- STEP
- PAM Awards
- Investors Chronicle
Services
Total Wealth Management
Our Total Wealth Management integrates financial planning and investment management to create holistic strategies. We help clients define goals, plan for life changes, and grow wealth sustainably. With personalized advice, we address pensions, inheritance tax, and retirement planning while maintaining flexibility for evolving needs.
Financial Planning
Expert financial planning services cover life-changing events, cashflow modelling, and protection strategies. We specialize in retirement planning, inheritance tax mitigation, and international financial solutions. Our approach ensures clients maintain control over their financial future through evidence-based decision-making.
Investment Management
Discretionary investment management offers personalized solutions aligned with client risk profiles. We implement responsible investing strategies and manage Evelyn Partners funds, focusing on long-term growth and capital preservation through rigorous market analysis.
Employee Benefits
Our employee benefits services design pension schemes balancing business needs and employee welfare. Regulated experts help organizations attract talent through competitive benefits packages while ensuring compliance with evolving regulatory requirements across career stages.
Bestinvest
Bestinvest provides online investment platforms for self-directed investors. Clients access research tools, fund ranges, and portfolio management features to execute personal investment strategies with Evelyn Partners' underlying expertise and support.
People
Paul Geddes
Group Chief Executive Officer
Paul Geddes leads Evelyn Partners' strategic vision, driving growth while maintaining client-focused service excellence. With extensive industry experience, he champions responsible investing and innovation in wealth management solutions.
Questions
What services does Evelyn Partners offer?
We provide total wealth management, financial planning, investment management, employee benefits, and Bestinvest DIY investing solutions for individuals and organizations.
How long has Evelyn Partners been in business?
Since 1836 through our predecessor Tilney, combining heritage with modern financial expertise across 188 years of collective team experience.
Do you specialize in responsible investing?
Yes, we integrate environmental, social, and governance factors into investment decisions while maintaining performance standards.
What areas do you operate in?
We serve clients across the UK, Ireland, and the Channel Islands from 23 office locations.
What awards have you won?
Recent accolades include STEP Investment Team of the Year and Investors Chronicle 5-star wealth manager recognition.
