Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £64.5 billion of assets under management (as at June 2025), they are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings 2023).
They have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through their operating companies, they offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Their purpose is to ‘place the power of good advice into more hands’, and they are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Their personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, they have a multi award-winning online investment service for self-directed investors. For businesses, their wide range of services includes assurance and accounting, business tax advice, employee benefits and forensics.
Asset under management
£64.5 billionEstablished
1836Employees
3000Private client
80Min. Account size
£500k
Financial Planning
There is no ‘one size fits all’ solution for financial planning and the service you receive should reflect that and be personal to you. Everyone has different lifestyles and financial circumstances, aims for the future and attitudes towards investing.
With a service that always begins with a thorough discussion about what you have and what you want to achieve, Evelyn Partners provides financial advice to help people at all stages of life with their financial goals. Whether you need retirement and pensions advice, support with estate planning, guidance when selling your business, would like to invest for children or achieve other goals, the financial planners at Evelyn Partners are there to support you.
Investment Management
Evelyn Partners provides a personalised investment portfolio that takes into account your investment time horizon, attitude to risk and the returns you require, with a focus on preserving and growing your wealth to give you financial security both now and in the future.
With a discretionary investment management service, you can choose to delegate responsibility for managing your investments to Evelyn Partners, giving you peace of mind that your investments are in expert hands. Your investment manager will build a bespoke, diversified portfolio for you and then manage it on a day-to-day basis in line with your wishes. If you would prefer more involvement with investment decisions, one of their experienced investment managers can provide investment advice, recommending a bespoke portfolio to suit your needs and provide an ongoing service where you receive support on all your investment decisions.
Start the journey to your financial well-being
