Smith & Williamson

At Evelyn Partners, we are a leading wealth and accountancy firm dedicated to helping our clients achieve their financial goals. With a rich history dating back to 1958, our team of experts is committed to providing personalized advice and support to individuals, families, entrepreneurs, businesses, and charities. Our mission is to empower our clients to make informed decisions about their financial futures, giving them the peace of mind to focus on what matters most.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial objectives. Whether you're an individual seeking to manage your wealth, an entrepreneur scaling up your business, or a business leader navigating complex financial transactions, our team of experts is equipped to provide tailored guidance and support.

Financial Planning

Our financial planners are dedicated to helping individuals and families plan for their financial futures. From retirement and pensions advice to inheritances, tax planning, and estate planning, our experts will guide you through the complex financial landscape.

Investment Management

Benefit from a personalized investment portfolio that takes into account your investment time horizon, risk tolerance, and desired returns. Our investment managers work closely with you to create a customized investment strategy that aligns with your goals.

Personal Tax

Our team of tax experts provides expert care for all your personal tax needs, from straightforward rule changes and disclosure requirements to complex residential and domicile tax planning.

Business Services

Whether you're a family business or a complex multinational group, we understand the importance of effective accounting systems and sound financial planning. Our team of accountants and financial advisors offers expert guidance on business planning, tax, and financial management.

Corporate Finance and Transactions

We provide strategic guidance on significant transactions, helping clients understand a transaction's true value and mitigating avoidable risks. Our experts in corporate finance and transactions support clients through growth capital, mergers and acquisitions, and business and asset valuations.

Forensic Services

Our forensic accounting services play a key role in resolving disputes and uncovering fraud in the UK. Our experts work closely with clients and lawyers to provide comprehensive forensic accounting solutions.

Fund Solutions

Evelyn Partners Fund Solutions Limited offers a full-service fund administration solution for UK collective investment schemes, including fund pricing and valuations, financial reporting, and tax.

Restructuring and Recovery Services

Our team of experts provides expert advice for companies experiencing financial difficulties and insolvency. We offer guidance on corporate insolvency, personal insolvency, and pensions advisory services.

Employee Benefits

Our team of regulated pension experts helps businesses balance the benefits and risks for their employees, from recruitment to retirement. We offer financial wellbeing, pensions governance and administration, and trustee services.

International Services

As a leading international accountancy and wealth management firm, we offer global solutions for our clients, with offices in the Republic of Ireland and Jersey, and partnerships with international accounting networks.