Evelyn Partners

Evelyn Partners Placing the power of good advice into more hands Meet the people behind your future. That’s why we start with you, your goals, your passions, and your plans.

As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next. It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose. We’ll work with you to shape a future that’s truly your own.

27/05/2026

Wealth management isn’t just for "the wealthy" it is for anyone who wants a clear, long term plan for their future.

Without a structured approach, big life opportunities are often missed. Whether you are planning for a major goal or simply don't have the time to manage it all yourself, we combine financial planning with smart investing to help you reach your destination. Are you ready to change your mindset?

🎥 Watch the full video: https://www.evelyn.com/insights-and-events/podcasts/the-cost-of-going-it-alone/

22/05/2026

Received a lump sum and not sure what to do next?

Whether it’s an inheritance, proceeds from a business sale, or a career milestone, the challenge is often knowing how to make the most of it.

In our latest video, Holly Merriman, Managing Partner, Investment Management and Leon Buckley, Managing Partner, Financial Planning, explore why getting the fundamentals right is so important, and how they work best when joined up as part of a wider plan.

They cover:

• Building a robust cash buffer
• Making full use of your ISA
• Optimising pension contributions
• Ensuring a Will and Power of Attorney are in place

Individually, each step matters. But together, they can help create a clearer, more confident strategy for the future.

🎥 Watch the full video: https://www.evelyn.com/insights-and-events/podcasts/the-cost-of-going-it-alone/

20/05/2026

Not sure where to start with your finances?

When financial decisions feel complex or disconnected, it’s easy to feel unsure about where to start. But with the right guidance, that uncertainty can become clarity.

By asking the right questions and building a personalised plan, we help turn early concerns into a clear, confident strategy for the future you want.

Advice should leave you feeling informed, empowered, and optimistic.

🎥 Hear Holly Merriman, Managing Partner, Investment Management and Leon Buckley, Managing Partner, Financial Planning, demystify the wealth management process: https://www.evelyn.com/insights-and-events/podcasts/the-cost-of-going-it-alone/

It’s not about how you built your wealth — it’s about what comes next.Whether you’re growing your income, planning a bus...
11/05/2026

It’s not about how you built your wealth — it’s about what comes next.

Whether you’re growing your income, planning a business sale, or navigating a major life change, the question is the same: how do you make your wealth work for your future? Wealth management starts with the right questions, turning what you have today into long-term opportunity, with a clear plan and purpose.
Because behind every portfolio is a person, a story, and a set of goals that matter.

🎥 Watch the full episode of The Power of Good Advice: https://www.evelyn.com/insights-and-events/podcasts/the-cost-of-going-it-alone

How can charities build financial resilience in an uncertain world?Join us at our Leeds Charity event for a day of pract...
02/04/2026

How can charities build financial resilience in an uncertain world?

Join us at our Leeds Charity event for a day of practical insight, expert guidance, and real-world strategies designed specifically for the sector.

This year, we’ll be exploring how charities can strengthen their financial foundations — from navigating uncertainty and diversifying income, to making smarter investment decisions and planning confidently for the future: https://www.evelyn.com/insights-and-events/events/leeds-charity-conference-2026/

📅 13 May, 09:45
📍Bowcliffe Hall, Bramham, Wetherby, Leeds LS23 6LP

31/03/2026

Through our partnership with Saracens, we’re delivering financial education workshops that support athletes both on and off the pitch. From building confidence in managing income to planning for the future, these sessions are helping players prepare for life beyond sport.

As part of a wider programme, we’ve already reached 100+ athletes across women’s sport, tackling the gender advice gap and supporting the next generation of talent.

⚡️AI is reshaping our organisations, industries and the future of Britain. At , one big question stood out: how do we n...
28/03/2026

⚡️AI is reshaping our organisations, industries and the future of Britain. At , one big question stood out: how do we navigate what comes next?

Our CEO, Paul Geddes, hosted a group discussion to explore how businesses can move beyond reacting to change, and instead actively shape the future. As Anthropy reminds us: the future is a shared responsibility, everyone is needed, and everyone is welcome.

Real change doesn’t happen in silos — it happens through partnership 🤝That’s a key theme of , where leaders from across...
27/03/2026

Real change doesn’t happen in silos — it happens through partnership 🤝

That’s a key theme of , where leaders from across sectors come together to spark new ideas, build connections and drive meaningful progress.

In our second session, ‘The Power of Partnerships: Lessons from Leaders in Sport’, we brought together Yvonne Harrison (Women in Football), Alex Goode (former Saracens rugby player) and Dame Helen Stephenson to explore how collaboration across industries can create real impact.

From performance to purpose, the conversation showed why partnerships matter, and how working together can help tackle some of society’s biggest challenges.

Over 2,000 attendees have come to Anthropy to inspire a brighter, more united future for the United Kingdom. brings peo...
26/03/2026

Over 2,000 attendees have come to Anthropy to inspire a brighter, more united future for the United Kingdom.

brings people together, across sectors to spark new thinking, collaboration, and real change. This year, we’re proud to be part of the conversation — not just attending but helping to shape it.
Our first session, a fireside chat with Emily Shipp (Edinburgh Futures Institute), challenged the idea that women’s financial outcomes are about confidence. Instead, the discussion highlighted the deeper forces at play from systemic inequality to time scarcity and social norms, and why meaningful progress requires change at a system level.

🌙✨Wishing a joyful and peaceful Eid al-Fitr to all who are celebrating.May this special time be filled with warmth, grat...
20/03/2026

🌙✨Wishing a joyful and peaceful Eid al-Fitr to all who are celebrating.
May this special time be filled with warmth, gratitude, and togetherness — a moment to reflect, reconnect, and share kindness with those around you.

Eid Mubarak to you and your loved ones.

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London

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

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+442071314000

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