We are Evelyn Partners
We are the UK’s leading integrated wealth management and professional services group, so we can look after our clients’ combined wealth and tax needs, personal and business.
of assets under management, as at Mar 2022
years of experience
Formerly known as Tilney Smith & Williamson
Having merged our businesses into one, we are now ready to operate under a single brand to offer our clients the best of everything we do, including a joined-up Wealth Management and Professional Services offering that is unrivalled in the marketplace as well as access to greater specialist expertise, the group's offices in 25 towns and cities, and our award-winning online service, Bestinvest.
What we do
Providing expert financial planning and investment management services across the UK, Ireland and the Channel Islands.
Providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.
Reinventing online investing by providing clients with everything they need to choose and manage their own investments.
Providing regulatory fund solutions to UK collective investment schemes.
Our purpose is to place the power of good advice into more hands. Over the last 185 years, we have delivered the type of powerful, good advice that is personal, in partnership and performs for individuals, families and businesses alike.
Personal - 'we treat you as an individual'
Advice that is delivered by people who really understand what matters to our clients.
We have a strong service culture that our clients recognise in a Net Promoter Score of 50 (TS&W Client Care Survey, February 2021). We welcome client portfolios of any size thanks to the breadth of our offering — from online investing to bespoke portfolio management. Our business clients range from small entrepreneurs to scale-ups and multi-million-pound revenue companies.
Partnership - 'we go further together'
Working with our clients in a joined-up, collaborative way.
We are the UK’s leading integrated wealth management and professional services group, so we can look after our clients’ combined wealth and tax needs, personal and business. Our clients rate our service as friendly and approachable and tell us this is a strong differentiator in the industry (TS&W Brand Equity research, February 2021). We are a committed corporate responsibility partner, looking for ways to positively influence the communities we work in.
Performance - 'we strive for more'
With breadth and depth of advice expertise, and strong investment performance.
We have strong depth of advice expertise, including more than 265 financial planners, 290 investment managers and more than 140 professional services partners and directors (accurate as of June 2021). Our investment performance regularly exceeds independent industry benchmarks (ARC). We are the UK's sixth-largest accountancy firm (Top 50+50 Accountancy Firms 2021 — Accountancy Age).
Meet the Evelyn Partners leadership team.
Our leadership and governance are underpinned by a range of policies and systems to ensure we continue run a business with effective decision-making, oversight and control.
Corporate Responsibility is core to our purpose, our culture and business strategy. We are committed to being a responsible corporate citizen in managing the impact of our business activities on the environment and on key stakeholders including clients, colleagues, investors and the wider community.
The value of investments, and the income from them, may go down as well as up and investors may get back less than the amount originally invested.