About Evelyn Partners

Taking care of your financial future
Evelyn Partners financial planners and investment experts help people to achieve their financial goals and ambitions.
It looks after £52 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 Partners 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 planning, inheritance 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.

Speak to Evelyn Partners
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
david.vallance@evelyn.com    07818 512 369

David A Smith, Partner, Chartered Financial Planner
david.a.smith@evelyn.com    07769 880 368

Rachel Debono, Associate Director, Chartered Financial Planner
rachel.debono@evelyn.com   07825 944065

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 Partners advisers understand these queries and what considerations you need to make, such as:

• How much do I need for the retirement I want?
• Are my personal finances at the mercy of the markets?
• Are my investments set up correctly for the future?
• Am I as tax efficient as I could be?
• Is now the right time to start passing down wealth to my loved ones?
• How can I financially prepare for life’s ‘what ifs’? For example, what would happen if I were unable to work for any length of time? Or how would my family cope financially when I die? A financial planner can work with you to review your finances and help prepare for life’s ‘what ifs’ through the use of cashflow modelling.

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 Ltd. 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 30 September 2022