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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
  • 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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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
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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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View all Financial advisers
Professional partners
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All services
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Welcome to the power of good advice

We partner with professional firms to help them manage their clients’ wealth and businesses.

How we can help you help your clients

For generations, we’ve partnered with lawyers, accountants, consultants and those working with high-profile personalities.

Managing your client’s wealth, now and in the future

Could a client you’re advising benefit from our help too? If they have complex financial needs, or are going through challenging moments like a divorce or a serious injury claim, we can help them preserve their wealth and reach their goals.

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Supporting their business, from early stage through to exit

We have the expertise to help your client’s business through all stages of its lifecycle – during the good times and when things aren’t going to plan.

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We can help your own business too

From incorporation, partner finances and profit sharing, to pensions, flexible employee benefits and group risk, by understanding the complexity and dynamism of your business we can help you see the bigger picture and give you the tools for it to keep thriving.

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.

Speak to a specialist

You know your clients better than anyone.

That’s why only you will know when they might benefit from help with their finances.

Understanding exactly what they need is something we can support you with. With generations of experience across many services and industries, we can partner with you to offer a depth of technical expertise that many other firms cannot match - all under one roof.

Working closely with you in this way, we can act as a trusted adviser while you nurture and strengthen your relationship with your client. Together we can help you help your client navigate life’s more challenging moments.

Find out more and speak to one of our specialists by exploring our services.

Professional partners

  • Advisory consulting
  • Assurance and accounting
  • Business outsourcing services
  • Business tax
  • Corporate finance and transactions
  • Financial planning
  • Forensic services
  • Fund solutions
  • Investment management
  • Pensions and employee benefits
  • Personal tax
  • Restructuring and recovery services
  • Risk advisory
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
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0203 131 6167