Evelyn Partners
We are Evelyn Partners.
We are the UK’s leading integrated wealth management and professional services group, so we can look after our clients’ combined wealth and tax needs, personal and business.
We are a national firm with two offices in Cambridge.
The Trumpington High St office focuses on Professional Services*, providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.
The Hills Rd office focuses on Wealth Management, providing expert financial planning and investment management services.
*Following a period of rapid growth the two divisions will soon separate into distinct companies, the Professional Services business soon to be S&W - the new face in the professional services world.
Products and services
Fund Solutions
Providing regulatory fund solutions to UK collective investment schemes.
Online investing
Reinventing online investing by providing clients with everything to choose and manage their own investments.
Professional services
Providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.
Wealth Management
Providing expert financial planning and investment management services across the UK, Ireland and the Channel Islands.
