Our group
What we do
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.
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. We’re still here, in 28 towns and cities across Britain, Ireland and the Channel Islands, doing what we do best: placing the power of good advice into more hands.
Our services
Wealth management
Providing expert financial planning and investment management services across the UK, Ireland and the Channel Islands.
Professional services
Providing specialist accountancy, assurance, tax and advisory services to individuals, business owners and corporate businesses.
Online investing
Reinventing online investing by providing clients with everything they need to choose and manage their own investments.
Fund solutions
Providing regulatory fund solutions to UK collective investment schemes.
£54.9bn
of assets under management, as at June 2023
28
towns and cities across the UK, Ireland and the Channel Islands
186
years of experience
250
Financial planners
308
Investment managers
449
Qualified professional services staff
Our purpose and values
Our purpose is to place the power of good advice into more hands. As a business, we have lived these values since we were founded in 1836:
Personal
'we treat you as an individual'
We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.
Partnership
'we go further together'
We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
Performance
'we strive for more'
We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.
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.
Our leadership
Meet the Evelyn Partners leadership team.
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.
Careers
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands.
Press
Explore the latest stories about our group, view contact details of the team should you have any media enquiries and learn more about our subject experts.
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.