Evelyn Partners


Taking care of your financial future


Evelyn Partner’s financial planners and investment experts help people to achieve their financial goals and ambitions.

It looks after £56 billion* on behalf of its clients, who include solicitors, senior professionals, company executives and business owners along with families, charities and other private individuals.

Evelyn Partner’s experts understand that as an education professional, your personal finances are likely to be complicated and you may have very little time to dedicate to them. You face unique challenges when it comes to your pension and retirement planninginheritance tax and estate planning and tax planning.

As an education professional, you’ll know the importance of talking to an expert. Just as you have the specialist academic knowledge to help your students, Evelyn Partners has the specialist financial planning and investment knowledge and expertise to help you.


How Evelyn Partners can help you

Evelyn Partners does not have a ‘one size fits all’ approach – its service is personal to you. Some people require a comprehensive financial plan with ongoing management of their investments and regular meetings. Others need a one-off recommendation on a single topic. It can help with both and everything in between.

As you think about your personal wealth, you're likely to have a number of questions. Evelyn Partner’s advisers understand these queries and what considerations you need to make, such as:


The value of an investment may go down as well as up, and you may get back less than you originally invested.

Issued by Evelyn Partners Financial Planning Limited. Authorised and regulated by the Financial Conduct Authority. Financial services are also provided by other companies in the Evelyn Partners Group, further details of which are available here.

*Source: Evelyn Partners, as at March 2022


University Guide from Evelyn Partners

Download the guide


Support provided to Universities & Evelyn Partner’s University Team

Download the presentation


Evelyn Partners Pensions Reform & Financial Wellbeing

Download the presentation


Additional Links

Evelyn Partners YouTube Channel

Pensions and retirement planning

Inheritance Tax and estate planning

Tax planning

Blog - The Sandwich Generation and the link to Financial Wellbeing



Evelyn Partners believes in talking things through. Together.

Which is why Evelyn Partners is offering a free initial consultation. Just the chance to talk to an expert.

Contact one of our UK Universities team to arrange a phone or video appointment:


David Vallance

Director, Chartered Financial Planner - 07818 512 369



David A Smith

Director, Chartered Financial Planner - 07769 880 368



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