Evelyn Partners fees explained
Evelyn Partners states that its individual advice fees typically start from £2,000. Its own example on an £800,000 portfolio is 0.4% a year including VAT for ongoing financial planning, £3,200, and 1.25% a year including VAT for its Discretionary Portfolio Service, £9,970. The discretionary service charges 1.05% on the first £250,000, falling to 0.40% above £2.5m, plus a 0.20% custody fee and VAT on the management fee, with a minimum of £875 plus VAT a quarter. NatWest Group completed its purchase of Evelyn Partners on 30 June 2026.
Figures checked 31 October 2026.
Discretionary Portfolio Service
| Portfolio value | Management fee a year | Custody fee a year |
|---|---|---|
| First £250,000 | 1.05% | 0.20% |
| Next £250,000 | 0.90% | 0.20% |
| Next £2,000,000 | 0.70% | 0.20% |
| Above £2,500,000 | 0.40% | 0.15% |
From Evelyn's 2025 schedule of fees. VAT is added to the management fee and not to the custody fee. The minimum management fee is £875 plus VAT a quarter.
Discretionary fees in pounds
| Portfolio value | Management fee with VAT | Custody fee | Total a year |
|---|---|---|---|
| £250,000 | £4,200 (minimum fee applies) | £500 | £4,700 |
| £500,000 | £5,850 | £1,000 | £6,850 |
| £800,000 | £8,370 | £1,600 | £9,970 |
| £1,000,000 | £10,050 | £2,000 | £12,050 |
£800,000 matches Evelyn's own example. Fund charges inside the portfolio come on top, and every percentage charge moves with the value of the portfolio.
Managed portfolios with a Financial Planning Review
| Portfolio value | Financial planning | Investment management | Custody |
|---|---|---|---|
| First £150,000 | 1.00% | 0.60% | 0.20% |
| Next £350,000 | 0.20% | 0.60% | 0.20% |
| Next £2,000,000 | 0.15% | 0.60% | 0.20% |
| Above £2,500,000 | 0.00% | 0.60% | 0.20% |
From Evelyn's Core and Sustainable MPS schedule of fees. The minimum financial planning fee is £500 a quarter, and Evelyn states the planning fee is usually exempt from VAT. Fund costs are 0.35% to 0.45% a year on Core portfolios and 0.55% to 0.70% on Sustainable.
Bestinvest
| Amount held | Ready-made portfolios | Other investments |
|---|---|---|
| Up to £250,000 | 0.2% | 0.4% |
| £250,000 to £500,000 | 0.2% | 0.2% |
| £500,000 to £1m | 0.1% | 0.1% |
| Above £1m | None | None |
Bestinvest is a trading name of Evelyn Partners Investment Management Services Limited. Its service fee is a year; online fund dealing is free, and shares, investment trusts and ETFs cost £4.95 a deal online.
Common questions
What does Evelyn Partners charge for financial advice?
Its fees page states that fees for individual advice services typically start from £2,000, and that advice fees may include VAT.
Who owns Evelyn Partners?
NatWest Group. It completed the purchase on 30 June 2026, according to its announcement to the stock exchange on 1 July 2026.
Is Bestinvest part of Evelyn Partners?
Yes. Bestinvest is a trading name of Evelyn Partners Investment Management Services Limited.
How does Buzz charge?
Buzz charges fixed fees in pounds: a £1,500 Financial Plan that models every year to age 100 with UK tax applied, and ongoing planning at £49 a month, whatever you hold. Buzz does not manage investments or give regulated advice; if you want a recommendation, it can introduce you to Buzz Financial Services, a separate FCA-regulated firm, or you can choose any adviser on the FCA register.
Sources
- Evelyn Partners, fees and charges
- Evelyn Partners, Discretionary Portfolio Service schedule of fees 2025
- Evelyn Partners, Core and Sustainable MPS with Financial Planning Review schedule of fees
- Bestinvest, charges and fees
- NatWest Group, completion of the acquisition of Evelyn Partners (RNS, 1 July 2026)
- FCA, using the Financial Services Register