Evelyn Partners

Financial planning and investing from the heart of Exeter
Evelyn Partners, financial planners and investment experts in Exeter, can help you achieve your goals. We have a range of investment services where we can advise you on your investment decisions or manage your portfolio for you. If you need help with financial planning, we can give you advice on a specific topic like retirement planning or create a full plan that covers every area of your finances.

Our range of services includes:

Assurance and accounting
Business tax
Charity investment management
Corporate finance and transactions
Financial planning
Forensic services
Funds
Investment management
Outsourced investment management
Pensions and employee benefits
Personal tax advice
Restructuring and recovery services

Our services
Evelyn Partners, Exeter office can provide personalised financial planning and investment services. If you need advice on a specific need, such as tax-efficient investing, investing for children, and Inheritance Tax and estate planning, we can help. We also understand that you may want a full financial plan, which takes into account every aspect of your financial situation. Whatever your aims, we can create a financial plan that’s unique to you.

We are investment experts too. Our investment professionals can work with our financial planners to help build your investment portfolio, as part of our two-expert approach to financial advice.