We have a team of specialist financial planners, investment managers and technical specialists who are all dedicated to working with clients who have been affected by serious injury or clinical negligence. With considerable experience in this field, we provide advice tailored to your specific needs, your experience in financial matters and the nature and severity of your injuries.
Our priority is making sure that you get the best outcome for your circumstances and we will work closely with you and, where appropriate, other professionals to achieve that.
Getting to know you
At Evelyn Partners, we believe our role is to ensure that not only do you benefit from the best possible advice, but that you also feel informed and in control of your financial future.
The first stage in that is to have an initial meeting, which comes at no cost to you, at which we will seek to understand your current and future objectives. We will take into consideration your plans for any large expenses and also how much care or support you might need both now and in the future. Establishing your spending plans will help us to identify how long your money might last and highlight whether you need to review your budget and/or consider investing some of your money.
Once we have established your needs and objectives and learnt more about your attitude to investment risk, we will be in a position to make our recommendations.
Building your financial future
At Evelyn Partners, we believe financial decisions are best made as part of an overall plan that is structured to help achieve your short and long-term financial objectives. This process involves balancing your income and assets against expenses and then identifying how this will affect your financial security over the course of your lifetime.
Our services at a glance
Lifetime financial planning
We provide a cashflow analysis (your financial plan) so that you can arrange your finances to ensure your funds last for as long as possible.
Trusted investment services
We employ an extensive and highly qualified team of investment professionals to help manage or advise on over £24 billion of client assets. Their goal is to achieve the best possible returns for our clients without exceeding their agreed risk profile.
Periodical payment checks
If you receive periodical payments as part of your settlement, we can check schedules to the order as well as the defendant’s annual recalculations, to ensure the correct amount is paid to you.
State benefit assessments
We can review your situation and identify any additional benefits you may be entitled to.
Clear and simple fees
When we start working together, we’ll be clear about what you may need to pay for – from planning and advice to investing with us. We will provide a breakdown of costs for you to review and agree before we go ahead with any chargeable work. Our services can be provided on a standalone basis or combined as part of an overall package.
There is no charge for your first meeting with us and no obligation to take up our services. Our fees represent the quality of our services, and the professionalism and dedication we bring to your finances. We’re open and honest in everything we do – from our first meeting to our regular reviews and updates on your investment progress.
Our promise to you
As part of our commitment to you, we will always:
• Make sure we have a thorough understanding of your needs and objectives
• Provide clear information so you can make informed decisions about your financial future
• Highlight issues that might affect your financial plan (such as the impact of tax)
• Make sure you understand and agree to all of the costs before we charge you
• Be available to answer any questions you might have
• Work at your pace, not at ours
Investments go down as well as up and you may not get back the amount invested.
I am a chartered financial planner, with 33 years’ experience in the financial services industry and I have been advising clients at Evelyn Partners for the last 23 years.
I understand how important it is that clients achieve the secure financial future they desire and I am passionate about helping them realise their goals through expert yet easy to understand financial planning, investment management and ongoing regular reviews.
My specialism is in offering expert advice to claimants of personal injury, clinical negligence and divorcing persons, many of my clients come to me at a vulnerable time in their life and I understand the extra duty of care this brings.
I specialise in the financial planning, investment and protection of catastrophic damages awards and have worked on many high value cases over the last 12 years at Evelyn Partners.
I work alongside clients, their families and professional teams to help them understand their settlement, how it needs to work for them and what it means for their future.
I do this through understanding clients specific care needs and objectives and how these may change over time. I support them through the whole decision making process, so they can have the confidence in the decisions that need to be made both in the early stages but also every step along the way during their lives.
Region: North West
I am a director in the financial planning team. I graduated from Bolton University in 2002 with an honours degree in accountancy & law and went on start a career in finance. I have 13 years’ experience as a financial planner and gained my advanced diploma in financial planning to become a chartered financial planner in 2013.
I specialise in the investment and protection of catastrophic damages awards and have been involved in many cases from a financial planning perspective. I am a court expert for periodical payment orders and pension losses. I have spent the last 4 years working within the serious injury team at Evelyn Partners and am a member of the Chartered Insurance Institute and the Court of Protection Practitioners Association.
I am based in our Birmingham office and am a chartered financial planner and fellow of the Personal Finance Society I have been looking after my client’s needs for 10 years in a variety of different roles on both the investment management and financial planning sides of the business as well as working previously as an investment consultant within a private client tax team at PwC.
I am a specialist within the Evelyn Partners’ serious injury team offering pre and post-settlement advice to claimants of personal injury and clinical negligence. I am a member of the Court of Protection Practitioners Association and a STEP affiliate member working towards STEP accreditation.
As managing partner, I lead the teams in East Anglia covering the offices in Cambridge and Chelmsford. I am a chartered financial planner with 20 years’ experience including over 10 years with Evelyn Partners.
My career has encompassed a variety of sectors and I have a particular interest in providing a range of financial planning advice to clients. I have a specialism in advising clients receiving awards as a result of serious injury or clinical negligence. This can be a complex topic with many competing priorities and effective long term planning is key to ensuring clients have the best possible outcome.
I am a chartered financial planner and, a fellow of the Personal Finance Society. I am a partner at Evelyn Partners and I have worked for Evelyn Partners for 14 years.
My serious injury case work covers a wide range of claim types with particular experience in high value, catastrophic injury clams and clients that come within the jurisdiction of the Court of Protection.
My personal financial planning philosophy is that whilst some clients may have similar situations, every individual client is different and should have a personally tailored financial plan that clearly sets out the overall strategy and the reasons for it. The plan should be regularly reviewed and ongoing success measured against relevant outcomes for each client. I have been working in this way, with lifetime cashflow analysis at the heart of a client’s plan for 20 years.
I have over 17 years’ experience within financial services and I currently manage a team of 3 advisers within the Thames Valley. I specialise in the highly sensitive area of personal injury and clinical negligence, working with clients and their support network to provide them with the best advice. I am accredited through the Society of Later Life Advisers and also a member of Resolution, to support clients with their financial affairs during a separation.
Lewis builds long-standing relationships and assists a broad range of clients in structuring their long-term goals and discretionary portfolios. He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth are considered.
Having lived and volunteered overseas, as well as being brought up in the Caribbean, this makes Lewis well placed to understand the complex nature of multi-currency, multi-jurisdictional mandates and he specialises in non-UK domiciled situations and managing a range of investment solutions both in the UK and other jurisdictions.
Lewis is also a member of the serious injury investment team; assisting lay, public authority and professional deputies with the wealth management and broader finances of this extremely vulnerable client base.