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.

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/

12/06/2026

Through our partnership with the Netball Super League, we're creating space for conversations about money, helping players develop the knowledge needed to make informed financial decisions throughout their careers and beyond.

From spending and saving to planning for the future, we're committed to supporting long-term financial wellbeing and helping to empower more women to take control of their finances and build long-term wealth.

11/06/2026

What’s the difference between being financially secure and feeling financially secure?

After divorce, you can have a settlement that looks reassuring on paper while still feeling uncertain about the future.

In this video, we share the story of a client who rebuilt her confidence and relationship with money after a divorce, not by becoming a financial expert overnight, but by taking things one step at a time with the right support around her.

It’s a reminder that wealth management is about more than numbers. It’s about helping people feel informed, supported and empowered during life’s biggest transitions.

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

10/06/2026

After a divorce, a financial settlement that once felt reassuring can quickly become overwhelming.

Suddenly, everyone seems to have an opinion on what you should do next, from friends and family to professionals.

Lucy Taylor, Partner, Investment Management, shares one simple but powerful piece of advice: bring a trusted advocate to important meetings. Someone who can listen, take things in and support you through decisions that may feel difficult in the moment.

Because navigating divorce isn’t just about managing money, it’s about rebuilding confidence and creating stability for the future.

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

08/06/2026

Divorce is more than a legal process. It can affect every part of your life, emotionally, practically and financially. But with the right guidance, but it doesn’t have to leave you feeling uncertain about the future.

During periods of change, having the right financial support around you can make all the difference.

Taking a joined-up approach to your finances can help bring clarity and confidence to the decisions ahead, from managing day-to-day priorities to planning for your longer-term future.

In the latest episode of The Power of Good Advice, Ben Glassman, Managing Partner, Financial Planning, and Lucy Taylor, Partner, Investment Management discuss the value of expert guidance during life’s biggest transitions.

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

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/

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

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+442071314000

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