Business Details
Your Trusted Partner for Wealth Management Solutions
Evelyn Partners is a UK leader in wealth management with a heritage dating back to 1836. We combine financial planning and investment management expertise to deliver personalized solutions for individuals, families, entrepreneurs, and organizations. Our team of specialists works across 23 offices in the UK, Ireland, and the Channel Islands, managing 64.6bn in assets as of June 2025. We prioritize understanding client ambitions to create tailored strategies that address life-changing events, retirement planning, and wealth preservation. Our integrated approach ensures clients receive coordinated advice on financial protection, inheritance tax, and responsible investing. Recognized through awards such as STEP Investment Team of the Year and Investors Chronicle 5-star status, we maintain rigorous professional standards.Our purpose-driven ethos focuses on placing the power of good advice into more hands, supported by a commitment to corporate responsibility and client-centric values. With 188 years of collective experience, we provide expert guidance on cashflow modelling, pensions, and investment management. Our services extend to financial intermediaries, charities, and family offices, ensuring diverse client needs are met with integrity. Through Evelyn Partners Funds and Bestinvest, we offer specialized investment solutions while maintaining transparency and ethical practices.
Services
Total Wealth Management
Financial Planning
Investment Management
Employee Benefits
Bestinvest Services
Highlights and features
- We have 188 years of combined experience in wealth management since 1836
- Our integrated approach combines financial planning and investment management
- Recognized as a 5-star wealth manager by Investors Chronicle
- Specialist support for charities, family offices, and entrepreneurs
- Commitment to responsible investing and corporate responsibility
Associations and certifications
- STEP
- PAM Awards
- FT/Investors' Chronicle
What people say
Expert financial guidance
Personalized investment solutions
Strong industry reputation
Award-winning team
Comprehensive planning
Services
Total Wealth Management
Combining financial planning and investment management to create personalized strategies. Addresses retirement planning, inheritance tax, and life-changing events. Delivers coordinated advice to preserve and grow wealth across 64.6bn in assets under management.
Financial Planning
Expert guidance on cashflow modelling, pensions, and financial protection. Helps clients plan for major life decisions and long-term security. Tailored solutions for individuals, families, and entrepreneurs across the UK and Ireland.
Investment Management
Personalized investment solutions balancing growth and preservation. Specializes in responsible investing and discretionary management. Serves charities, family offices, and financial intermediaries with performance-focused strategies.
Employee Benefits
Pension and benefits advice for businesses. Helps employers balance employee needs with regulatory compliance. Expert support from recruitment to retirement, ensuring competitive and sustainable benefits packages.
Bestinvest Services
Online investment platform for self-directed clients. Provides tools and resources to manage personal portfolios. Integrated with Evelyn Partners' expertise for those seeking both independent and advisory investment options.
People
Paul Geddes
Group Chief Executive Officer
Paul Geddes leads Evelyn Partners' strategic vision, driving the firm's purpose of placing good advice into more hands. With extensive industry experience, he oversees the delivery of wealth management solutions across the UK and internationally.
Questions
What services does Evelyn Partners offer?
We provide total wealth management, financial planning, investment management, employee benefits, and DIY investing through Bestinvest. Specialized services for charities, family offices, and entrepreneurs are also available.
How long has Evelyn Partners been in business?
Since 1836, with 188 years of combined experience across our team. We've evolved from our origins in Liverpool to become a UK leader in wealth management.
Where are Evelyn Partners' offices located?
We have 23 offices across towns and cities in the UK, Ireland, and the Channel Islands, providing local access to our nationwide wealth management expertise.
What makes Evelyn Partners different from other firms?
Our integrated approach combines financial planning and investment management under one roof. We're driven by a purpose to make quality advice accessible, supported by our heritage and industry recognition.
