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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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Entrepreneurs
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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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Charities
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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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Professional partners
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Welcome to the power of good advice

We've been experts in wealth, accountancy and business advisory services since 1836.

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.

How we can help you

Through all of life’s important moments, we’re here to help you plan, manage and future-proof your financial lives.

Plan for your future

Whether you want to enjoy your wealth now, secure it for your and your family’s future or navigate life’s unexpected hurdles, we have the knowledge and experience to help you plan for all eventualities. Look ahead with confidence.

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Power your investments

Knowing what to do with your wealth can be a big responsibility. Our investment managers have the expertise you can lean on to help you grow your wealth and achieve your financial goals.

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Stay on top of your taxes

From navigating the maze that is tax rules, legislation and compliance now, to understanding how best to preserve your wealth and pass on your estate in the future, we can help you make tax less taxing.

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Manage your own money

With a wide range of great-value investments, free investment coaching and smart planning tools, you can manage your own money with our award-winning online investment platform Bestinvest.

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Need help with your business?

Whether you’re a founder, a senior executive or running your family business, we’re the only firm in the country that can manage your own finances and look after your business too.

See our business advisory services

Are you based in Ireland?

As well as our UK-based teams, we have years of experience in the Republic of Ireland. If you’re looking for help managing your or your family’s wealth, or need support with your business, our Irish team will be happy to talk to you.

Contact our Irish team

A history of success

£55.8bn

of assets under management, as at Mar 2022

186

years of experience

25

towns and cities across the UK, Ireland and the Channel Islands

Get in touch

Complete the form below and one of our team will be in touch. Or if you wish to speak with someone today, call us on the number below.

Book an Appointment

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.

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0203 131 6167
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
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  • Advisory consulting
  • Business tax
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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.

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Book an Appointment

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0203 131 6167