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14/10/2026

Your 40s arrive faster than you think.

What happens when the “abstract” idea of retirement suddenly starts to feel very real?

In this clip from our latest episode of The Power of Good Advice, Gabriella Turner and Fergus Boyd discuss why your 40s are the ultimate decade for "the conversation", how to navigate the 50s turning point, and why your 60s should be all about the things you love.

Wealth isn’t just about the numbers, it’s about the luxury of choice: https://www.evelyn.com/insights-and-events/podcasts/do-i-have-enough-the-retirement-question-everyone-asks/

15/07/2026

It is incredibly common for founders to treat their company balance sheet and their personal future as the exact same thing. But until you successfully extract that value, your hard work is entirely tied up in a single, illiquid asset.

Every single corporate move you make interlinks directly with your personal life. If your business strategy isn't actively feeding a long-term personal wealth plan, you are missing a trick.

The key is applying financial foresight to bridge that gap. You need to look at moving business wealth into your personal hands over short, medium, and long-term horizons, long before a transaction is even on the table.

It requires a total shift in perspective. Are you challenging your own assumptions about your money? Are you surrounding yourself with the right team to push your thinking outside of the day-to-day hustle?

Don't wait for an exit to start thinking differently about the empire you are building.

Watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/building-a-business-is-one-thing-building-wealth-is-another/

08/07/2026

The moment the ink dries on your company sale, the game changes completely. You are suddenly holding a liquid windfall, and your role instantly shifts from aggressive business builder to the long-term guardian of your family's capital.

The biggest trap after an exit is letting your money sit idle - or worse, taking unnecessary risks with wealth you’ve already won.

Successfully transferring business wealth into personal wealth requires a complete shift in perspective. You need an open-minded strategy that maps out your short, medium, and long-term goals before the pressure of the transaction takes over.

Crucially, you need an objective voice at the negotiating table. When corporate lawyers and deal makers are pushing for a specific transaction outcome, a wealth manager ensures that the final deal actually serves the bigger picture: how you want to live the rest of your life.

Don't cross the finish line without a blueprint for what comes next.

Take control of your transition from founder to custodian, watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/building-a-business-is-one-thing-building-wealth-is-another/

06/07/2026

If you approach a wealth manager six months before you sell your business, you’ve already missed your biggest financial opportunities.

As a founder, you are used to controlling every variable to drive business growth. But when it comes to your personal future and exit strategy, the most critical step you can take is to start with the end in mind.

Before you can build the right structure, you have to be crystal clear on the final destination. What do you actually want to achieve for yourself, your family and your legacy?

Once you have that blueprint, everything else falls into place. It completely changes how you approach:

Don't let the day-to-day hustle of scaling a business blindside your personal wealth. Get clear on the end game at the very beginning, so you can structure your empire appropriately.

Watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/building-a-business-is-one-thing-building-wealth-is-another/

We are pleased to confirm that, following receipt of the necessary regulatory approvals, NatWest Group has now completed...
01/07/2026

We are pleased to confirm that, following receipt of the necessary regulatory approvals, NatWest Group has now completed its acquisition of Evelyn Partners.

Joining NatWest Group marks an exciting new chapter for Evelyn Partners. Together with Coutts, we are now part of the UK's leading private banking and wealth management business, bringing together complementary strengths, expertise and capabilities.

We look forward to working closely with our new colleagues across NatWest Group and Coutts as we begin the next phase of our journey together.

23/06/2026

How many opportunities have we talked ourselves out of because we weren't quite ready?

Sometimes it's not a lack of time, talent or resources holding us back. It's shame. Shame about where we are, what we haven't done yet, or what people might think if we try and fail.

Waiting for the perfect time often means waiting forever. There will always be doubts, fears and reasons to delay.

Maybe the best time wasn't yesterday.
Maybe it won't be tomorrow.
Maybe the best time is today.

Watch the full conversation and let us know: what's one thing you've been putting off because of fear, shame or self-doubt? https://www.evelyn.com/insights-and-events/podcasts/why-womens-wealth-deserves-a-different-conversation/

Wealth isn't just about what you earn. It’s about what you can keep, grow and control. Women are earning more than ever ...
19/06/2026

Wealth isn't just about what you earn. It’s about what you can keep, grow and control.

Women are earning more than ever before, so why are so many still feeling financially behind?

The reality is that building long-term security isn’t just about a high income. True wealth is built through investing, confidence, ownership and having a clear long-term strategy. Between managing the mental load of daily life and navigating the very real gender pension gap, it’s easy for personal finances to get pushed to the bottom of the to-do list.

But standing still is a risk your future self can't afford.

This episode is for you if:
- You want greater clarity around investing and long-term wealth
- You want a clear picture of your financial future
- You're managing competing priorities and have put your finances on the back bench
- You're ready for financial conversations that reflect real life

Click the link to watch the full episode. Your future self will thank you! https://www.evelyn.com/insights-and-events/podcasts/why-womens-wealth-deserves-a-different-conversation/

17/06/2026

Between careers, businesses, families and caring responsibilities, it's easy for financial planning to slip down the priority list.

But when investing is continually put off, the long-term impact can be significant.

In this episode of The Power of Good Advice, we explore some of the barriers that prevent women from engaging with investing and discuss practical ways to take greater control of your financial future.

Watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/why-womens-wealth-deserves-a-different-conversation/

15/06/2026

Women hold a significant share of wealth in the UK, so why is there still a gap between wealth ownership and financial engagement?

From confidence and investing to financial advice and long-term planning, many women continue to face barriers that can affect how they build and manage wealth.

In this episode of The Power of Good Advice, we explore why those barriers persist, challenge some common assumptions about women and money, and discuss how more women can feel empowered to take control of their financial future.

Watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/why-womens-wealth-deserves-a-different-conversation/

*60% stat is based on a 2022 estimate of wealth in the UK by the Centre for Economic and Business Research. 70% figure is from research by Unbiased and the FT in 2025

Divorce doesn't just mark the end of a relationship, it can have a significant impact on your long-term financial future...
13/06/2026

Divorce doesn't just mark the end of a relationship, it can have a significant impact on your long-term financial future.

At a time when emotions are running high, people are often faced with important decisions about their home, pensions, investments and future financial security.

Yet these decisions can have consequences that extend far beyond the immediate settlement.

In this conversation, our experts discuss some of the most common financial pitfalls during divorce, the areas that are often overlooked, and the practical steps that can help individuals make informed decisions with greater confidence.

Watch the full conversation here: https://www.evelyn.com/insights-and-events/podcasts/divorce-isnt-the-end-its-a-financial-reset/

Address

Third Floor, Atria Two, 148 Morrison Street
Edinburgh
EH38EX

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+441313412885

Website

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