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You and your family
Financial planning
  • Pensions and retirement
  • Tax planning
  • Inheritance tax and estate planning
  • Financial protection
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Investment management
  • Investment advice
  • How we manage money at Evelyn Partners
  • ESG and responsible investing
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Personal tax
  • Tax investigations
  • Tax compliance
  • Residence and domicile planning
  • Trustee and executorship services
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View all You and your family
Entrepreneurs
View all Entrepreneurs
Businesses
Advisory consulting
  • Turnaround and working capital
  • Transformation and optimisation
  • Professional practices advisory consulting
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Assurance and accounting
  • Accounting advisory
  • Assurance services
  • Risk advisory
  • Business outsourcing services
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Business tax
  • Corporate tax
  • Employer solutions
  • Tax risk and governance
  • Tax technology
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Corporate finance and transactions
  • Growth capital
  • Mergers and acquisitions
  • Valuations
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Forensic services
  • Valuations in commercial disputes
  • Monitoring trustee services
  • Fraud and financial crime
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Fund solutions
  • Pricing and valuations
  • Statutory reporting and tax
  • Transfer agency
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Investment management
  • Investment management for charities
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Pensions and employee benefits
  • Employee benefits consultancy
  • Pensions governance and administration
  • Trustee services
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Charities
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Financial advisers
UK advisers
  • Discretionary Portfolio Service
  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Contact the UK team
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International advisers
  • Discretionary Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Contact the International Team
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Professional partners
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All services
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Welcome to the power of good advice

Experts in wealth, accountancy and business advisory services.

Evelyn Partners, ever evolving

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive.

Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun.

A story of change – but also of constancy. We’re still here, in 25 towns and cities across Britain, Ireland and the Channel Islands, doing what we do best: placing the power of good advice into more hands.

Who we help

Looking for someone to manage your wealth, help you grow and run your business or support your own clients? At Evelyn Partners we’re uniquely placed to give you the help and advice you need, all under one roof.

You & your family

From managing your wealth now, to looking ahead to your or your family’s future, we can help you plan for all of life’s important moments.

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Entrepreneurs

We believe people who think beyond limits deserve a partner who can do the same. Together we can make sure your business and personal finances work together, and connect you to a community of the UK’s top entrepreneurs to inspire you and help you grow.

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Businesses

From early stage through to growth and exit, and through good times and bad, we have the expertise to help businesses achieve their ambitions.

Bussinesses

Charities

Our charity specialists understand the challenges faced by trustees. They have years of experience helping charities invest responsibly and plan ahead for a sustainable and secure future.

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Financial advisers

With your focus on your clients’ strategic financial planning, our experts can manage their investments – saving you the time, resources and costs of doing it yourself.

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Professional partners

If you're a lawyer, accountant, consultant or are working with high-profile personalities, we can partner with you to help you manage your clients’ wealth and businesses – and we can support your own business too.

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Supporting our international clients

We serve our EU and international clients from our offices in the Republic of Ireland and Jersey.

Get in touch with our teams to find out how they can help you or your clients.

Republic of Ireland

With an Irish heritage dating back to 1958, our Dublin-based team offers innovative financial and professional services to Irish and international clients.

Jersey, Channel Islands

We have a dedicated team of specialists based in Jersey who provide international solutions for wealth management, tax, settlements, custody and dealing.

Why choose us

£55.8bn

of assets under management, as at Mar 2022

186

years of experience

25

towns and cities across the UK, Ireland and the Channel Islands

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Evelyn Partners
You and your family
  • Financial planning
  • Investment management
  • Personal tax
Businesses
  • Advisory consulting
  • Business tax
  • Corporate finance and transactions
About us
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