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You & your family
Financial planning
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  • How we manage money at Evelyn Partners
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Personal tax
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Online investments
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Business tax
  • Corporate tax
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Corporate finance and transactions
  • Growth capital
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Forensic services
  • Valuations in commercial disputes
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Fund solutions
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Restructuring and recovery services
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0139 MI48

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 26 towns and cities across Britain, Ireland and the Channel Islands, doing what we do best: placing the power of good advice into more hands.

Group

  • Purpose & values
  • Corporate responsibility
  • Executive Management Team
  • Board of Directors
  • Governance

Our services

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Wealth management

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

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Professional services

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

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Online investing

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

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Fund solutions

Providing regulatory fund solutions to UK collective investment schemes.

£53bn

of assets under management, as at Dec 2022

26

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:

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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.

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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.

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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.

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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.

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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.

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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.

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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
Group
  • Governance
  • Corporate responsibility
  • Press
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