Supporting confident financial conversations
for every stage of life

Really Helpful Club is proud to partner with Evelyn Partners, one of the UK’s leading wealth management firms, bringing thoughtful financial planning and investment expertise to our community.

Through this partnership, we create opportunities for members to explore important financial topics in a warm, accessible and supportive environment, from intimate Power Dinners and expert led conversations to carefully curated insights and introductions.

Our aim is to help members feel more informed, confident and better equipped to make decisions about their future, whether they are planning ahead, navigating change, supporting family, or simply looking for greater clarity.

Money, wealth, family and financial planning can be deeply personal. They are not only about numbers; they are about independence, security, legacy, lifestyle and choice.

Our partnership with Evelyn Partners is designed to make those conversations feel more approachable, giving Really Helpful Club members access to experienced professionals who understand that every individual, family and situation is different.

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Why Really Helpful Club Partners with Evelyn Partners

At Really Helpful Club, our community is built around connection, trust and practical support. We bring together people who want to learn, share, grow and make well informed decisions about their lives, families, careers, health and future. Financial wellbeing is an important part of that picture. Many of our members are juggling multiple responsibilities, from building businesses and changing careers to planning for later life, supporting children, helping elderly parents, or thinking about what financial independence really looks like in the years ahead.

These decisions can feel complex, particularly when they touch different areas of life at the same time. Wealth planning is rarely just about investment performance. It often involves family conversations, future income needs, tax considerations, protection and the balance between enjoying life now and preparing for the future. That is why we are pleased to work with Evelyn Partners.

Evelyn Partners brings together financial planning, investment management and professional expertise, helping individuals and families consider their financial lives in a more joined up, thoughtful and long term way. For our members, this partnership creates a trusted route into conversations that may otherwise feel difficult to start. It allows us to host events and share content that helps demystify financial planning and encourages people to ask better questions about their future.

How Evelyn Partners Can Help

Evelyn Partners works with individuals, families, entrepreneurs, professionals, trustees and charities, helping them plan, invest and make informed decisions around their financial future. Every person’s situation is different, and the right approach depends on individual circumstances, priorities and goals. However, many Really Helpful Club members may find Evelyn Partners helpful when thinking about areas such as:

Financial Planning for Your Future

Financial planning helps you understand where you are now, where you want to get to, and what steps may help you move towards that future.

This can include looking at your income, assets, pensions, investments, savings, property, liabilities, tax position and long term goals. For some people, the focus may be retirement. For others, it may be independence, family support, business planning, school fees, care needs, or creating more clarity around what is possible.

A good financial plan can help you feel more in control. It can also help you understand the choices available to you, the trade offs involved and the potential impact of decisions made today.

Investment Management

Investment decisions can feel overwhelming, particularly when markets are uncertain or personal circumstances are changing.

Evelyn Partners supports clients with investment management that reflects their goals, timeframes, risk appetite and wider financial position. This may involve building and managing portfolios, reviewing existing investments, considering tax efficient investment structures, or ensuring investments remain aligned with future plans.

For many people, investment management is not just about growing wealth. It is about creating a strategy that supports life goals, provides reassurance and evolves over time.

Retirement Planning

Retirement is no longer a single moment in time. Many people are rethinking what later life looks like, whether that means stopping work entirely, reducing hours, starting something new, travelling more, supporting family, volunteering, or creating a more flexible lifestyle.

Retirement planning can help you understand how much you may need, when you might be able to access income, how pensions and investments can work together, and what decisions may need to be made along the way.

Planning Through Life Changes

Some of the most important financial conversations happen during periods of transition.

Divorce, bereavement, inheritance, selling a business, changing career, receiving a settlement, buying or selling property, or supporting family members can all bring financial decisions to the surface. These moments can feel emotionally charged, and it is not always easy to know what to prioritise first.

Evelyn Partners can help individuals take a clearer view of their position and consider the right next steps. This may include reviewing assets, income needs, pensions, investments, tax considerations and long term security.

The aim is to provide calm, professional guidance at moments when clarity really matters.

Meet the Evelyn Partners Team

Our partnership brings Really Helpful Club members closer to experienced professionals at Evelyn Partners who understand the importance of clear, thoughtful and personal guidance. The team includes specialists across financial planning, investment management and related areas of wealth advice. Each brings a different perspective, but all share a commitment to helping clients make informed decisions with confidence. Below, you can meet some of the Evelyn Partners team members connected to Really Helpful Club and learn more about their areas of expertise.

Natasha Etherton

Director, Financial Planning - Evelyn Partners

Natasha Etherton is a Chartered Financial Planner with more than 25 years’ experience in financial planning. A Psychology graduate from Cardiff University, she specialises in advising vulnerable clients, with particular expertise in the investment and protection of catastrophic damages awards and long term care fee planning. Natasha works closely with Professional Deputies and Trustees to help structure and manage financial arrangements that meet a claimant’s lifetime needs. She also holds SOLLA accreditation and has been recognised with a Distinction and STEP Excellence Award in advising vulnerable clients.

Lisa Henderson

Managing Partner - Evelyn Partners

Lisa Henderson has been with Evelyn Partners since 2002, supporting individuals and families as they make important financial decisions at different stages of life. Working closely with financial planning colleagues, she builds long-term, trusted relationships and focuses on what matters most to each client and their family. Lisa takes real satisfaction in helping people feel informed, reassured and confident about their financial future.

Lucy Taylor

Partner, Investment Management - Evelyn Partners

Lucy is a Partner at Evelyn Partners and a Fellow of the Chartered Institute for Securities and Investment. With over 25 years’ experience managing portfolios for private clients, pensions, charities and family trusts, she combines technical expertise with a warm, client focused approach. A finalist at the Women in Investment Awards, Lucy is passionate about demystifying finance, empowering clients to make confident decisions and helping them achieve their long term goals. She also advises schools and charities on bursary and investment programmes and has served as a Trustee since 2010.

Gabriela Turner

Director Financial Planning - Evelyn Partners

Gabriela is a Director at Evelyn Partners specialising in Financial Planning. With over a decade of experience she prides herself on her client-focussed approach and ensuring financial plans remain flexible to adapt to life’s changing circumstances. She is particularly passionate about empowering females and their families to plan with confidence and clarity for the future they want. Gabriela graduated from Manchester University and is a Chartered Financial Planner (ALIBF) and in her spare time enjoys visiting new countries and trying new food.

Events and Conversations

Really Helpful Club and Evelyn Partners work together to create meaningful events and conversations that bring important financial topics to life. These events are designed to be warm, thoughtful and practical. They provide space for honest discussion, expert insight and connection between like minded members of the Really Helpful Club community.

From Power Dinners to panel conversations and specialist sessions, our events explore topics that matter to our members. These may include longevity, midlife, resilience, financial independence, family planning, reinvention, business, leadership, relationships and the choices that shape our future. Evelyn Partners’ involvement helps bring financial expertise into these conversations in a way that feels relevant and human. Rather than focusing solely on products or technical detail, the emphasis is on helping people understand the bigger picture and feel more confident about the questions they may need to ask.

Insights from Evelyn Partners

As part of our partnership, we will be sharing a selection of articles, insights and thought leadership from Evelyn Partners, written to help members explore key financial themes in a clear and accessible way. These insights may cover topics such as retirement planning, financial confidence, investments, intergenerational wealth, inheritance, divorce, later life planning and philanthropy, as well as the financial considerations that often arise during periods of personal or professional change.

Our aim is to make these topics feel less intimidating and more relevant to real life. Rather than overwhelming readers with technical detail, this content is designed to help you ask better questions, understand what may need further thought and feel more prepared when speaking to a professional adviser.

Interested in Speaking with Evelyn Partners?

If the conversation has prompted you to think more deeply about your own financial future, we are pleased to offer the opportunity to register your interest in speaking with Evelyn Partners. Please complete the enquiry form and a member of the Really Helpful Club team will share your details with Lucy Taylor at Evelyn Partners, who will ensure your enquiry is directed to the most appropriate person within their team.

These introductory conversations are designed to be exploratory, helping Evelyn Partners understand your situation and identify where their specialists may be able to provide guidance or support. Please note that submitting the form does not constitute financial advice, and any next steps will be discussed directly with Evelyn Partners. All enquiries will be treated with discretion and professionalism, and your information will be handled securely and respectfully.

Evelyn Partners - Enquiry Form
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Frequently Asked Questions

What happens after I submit the enquiry form?
Once you submit the form, your details will be shared with the relevant contact at Evelyn Partners. They will review your enquiry and ensure it is directed to the most appropriate person within their team.

You can then expect to be contacted directly by Evelyn Partners to arrange an initial conversation.

Is the introductory conversation financial advice?
No. The introductory conversation is exploratory. It is an opportunity to discuss your circumstances in general terms, ask initial questions and understand whether Evelyn Partners may be able to support you.

Any regulated financial advice would only be provided directly by Evelyn Partners following their usual process.

Do I need to know exactly what support I need before getting in touch?

No. Many people begin with a general question or a sense that they would benefit from more clarity.

You may be thinking about retirement, investments, family planning, inheritance, divorce, later life, business decisions or simply wanting to review your current position. The introductory conversation can help identify which area of support may be most relevant.

Is there a cost for an initial conversation?
The initial enquiry and exploratory conversation are intended to help understand your situation and whether Evelyn Partners may be able to help. Any costs associated with further advice or services would be explained directly by Evelyn Partners before you decide whether to proceed.
Who will contact me?
Your enquiry will be directed to the most appropriate person within Evelyn Partners. This may depend on the nature of your enquiry, your circumstances and the area of expertise required.
Can I attend an event before making an enquiry?
Yes. Really Helpful Club and Evelyn Partners host events and conversations throughout the year. These can be a helpful way to explore relevant topics, hear from specialists and decide whether you would like to take the next step. You can view relevant upcoming events and past event content on this page.
Will Really Helpful Club see my financial information?
No detailed financial advice is provided by Really Helpful Club. If you submit an enquiry, Really Helpful Club will share your contact details and enquiry with Evelyn Partners so that they can respond appropriately.

Any further financial information you choose to share would be discussed directly with Evelyn Partners.

Is my enquiry confidential?
Yes. All enquiries will be handled with discretion and professionalism. Your information will be treated respectfully and shared only for the purpose of connecting you with Evelyn Partners in relation to your enquiry.
Do I need to be an existing Evelyn Partners client?
No. This opportunity is open to Really Helpful Club members and contacts who would like to explore whether Evelyn Partners may be able to support them.
Can Evelyn Partners help with family conversations?
Evelyn Partners works with individuals and families, and can support discussions around planning for the future, intergenerational wealth, inheritance, retirement, gifting, later life and wider family considerations.

Every situation is different, so the first step is to register your interest and outline the area you would like to discuss.