Evelyn Partners Evelyn Partners
About Contact Locations People Insights and Events Press Corporate responsibility Client Login
You and your family
Financial planning
  • Pensions and retirement
  • Tax planning
  • Inheritance tax and estate planning
  • Financial protection
View More
Investment management
  • Investment advice
  • How we manage money at Evelyn Partners
  • ESG and responsible investing
View More
Personal tax
  • Tax investigations
  • Personal tax compliance
  • Residence and domicile planning
  • Trustee and executorship services
View More
Self-managed investments
  • Bestinvest
View More
View all You and your family
Entrepreneurs
View all Entrepreneurs
Businesses
Advisory consulting
  • Turnaround and working capital
  • Transformation and optimisation
  • Professional practices advisory consulting
View More
Assurance and accounting
  • Accounting advisory
  • Assurance services
  • Risk advisory
  • Business outsourcing services
View More
Business tax
  • Corporate tax
  • Employer solutions
  • Tax risk and governance
  • Tax technology
View More
Corporate finance and transactions
  • Growth capital
  • Mergers and acquisitions
  • Valuations
View More
Forensic services
  • Valuations in commercial disputes
  • Monitoring trustee services
  • Fraud and financial crime
View More
Fund solutions
  • Pricing and valuations
  • Statutory reporting and tax
  • Transfer agency
View More
Restructuring and recovery services
  • Corporate insolvency
  • Personal insolvency
  • Pensions advisory
View More
Pensions and employee benefits
  • Employee benefits consultancy
  • Pensions governance and administration
  • Trustee services
View More
View all Businesses
Charities
View all Charities
Financial advisers
UK advisers
  • Discretionary Portfolio Service
  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Contact the UK team
View More
International advisers
  • Discretionary Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Contact the International Team
View More
View all Financial advisers
Professional partners
View all Professional partners
All services
View all All services
  1. Home
  2. About us
Reverse Shutterstock Offset 1872369709

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.

£52.7bn

of assets under management, as at Jun 2022

186

years of experience

172,000

clients supported

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.

Evelyn Partners Web

What we do

Gettyimages 1272240671 WEB

Wealth management

Providing expert financial planning and investment management services across the UK, Ireland and the Channel Islands.

Gettyimages 1325134754 WEB

Professional services

Providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.

Gettyimages 1298114915 WEB

Online investing

Reinventing online investing by providing clients with everything they need to choose and manage their own investments.

Gettyimages 1026986936 WEB

Fund solutions

Providing regulatory fund solutions to UK collective investment schemes.

Why us?

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.

Shutterstock Offset 1895683336

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.

Gettyimages 1281126248 WEB

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).

Shutterstock Offset 1961463310

Our leadership

Meet the Evelyn Partners leadership team.

  • Board of Directors

    View profiles of Evelyn Partners’ non-executive and executive directors, including our Chairman and Chief Executive Officer.

  • Executive Management Team

    Meet the members of our Group Executive Committee, who support the day-to-day management of the Group.

Our Governance

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.

Gettyimages 175824064 WEB

Corporate Responsibility

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.

Shutterstock Offset 1880597407

Risk Warning

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.

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
  • Governance
  • Corporate responsibility
  • Careers
Sign up to our newsletter

Get Insight & Events updates straight to your email.

Lorem ipsum dolor sit amet, consectetur adipiscing elit ut aliquam.

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Connect with us
Complaints procedure Privacy Notices Website conditions Registered details Accessibility Legal and regulatory Cookie Policy Modern Slavery and Human Trafficking Statement Keeping you safe Change cookie settings
Compliance:
Insolvency licensing bodies RRS privacy notice Anti-Corruption and Bribery Policy Conflicts of Interest Policy Statement Risk warnings
©2022 Evelyn Partners

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest e. g. Inheritance Tax, pensions, retirement planning or investment planning. One of our experts will then call you at a convenient time.

Please complete all fields below

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
0203 131 6167