Company
Evelyn Partners
Evelyn Partners
Spear’s Review
Evelyn Partners is one of the UK’s leading integrated wealth management and professional services groups, created following the merger of Tilney and Smith & Williamson in 2020. The rebranded group – a reference to Evelyn Gardens, the 1893 London address of one of the founders of the business – has £61.9 billion of assets under management (as at 31 March 2025).
With 25 offices in the UK, Channel Islands and Ireland, Evelyn Partners serves HNW and UHNW individuals and their families, entrepreneurs, charities, professional intermediaries, businesses and financial advisers.
The group offers an extensive range of financial and professional services for individuals and businesses. Personal wealth management services include financial planning, investment management and advice, personal tax advice and, through Bestinvest, an online platform for self-directed investors.

Network Connections
Top Recommended

Alexander Bowden
Evelyn Partners
UHNW Wealth Managers
London

Top Recommended 2025
UHNW Wealth Managers
Top Recommended

Joss Dalrymple
Evelyn Partners
Accountants & Tax Advisers
London

Top Recommended 2024
Accountants & Tax Advisers
Top Recommended

Rebecca Davidson
Evelyn Partners
UHNW Wealth Managers
London

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UHNW Wealth Managers
Top Recommended

Ben Glassman
Evelyn Partners
Divorce Consultancy & Support Services
London

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Divorce Consultancy & Support Services
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Andrew Lockwood
Evelyn Partners
Accountants & Tax Advisers
Salisbury

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Accountants & Tax Advisers
Top Recommended

Richard Stanwell
Evelyn Partners
HNW Wealth Managers
London

Top Recommended 2025
HNW Wealth Managers
Top Recommended

Toby Tallon
Evelyn Partners
Accountants & Tax Advisers
London

Top Recommended 2024
Accountants & Tax Advisers
Top Recommended

James von Simson
Evelyn Partners
HNW Wealth Managers
London

Top Recommended 2025
HNW Wealth Managers
Recommended

Ann-Marie Atkins
Evelyn Partners
Accountants & Tax Advisers
Manchester

Recommended 2024
Accountants & Tax Advisers
Recommended

Adam Smith
Evelyn Partners
Accountants & Tax Advisers
London

Recommended 2024
Accountants & Tax Advisers
Recommended

Oliver Morgan-Crosby
Evelyn Partners
Accountants & Tax Advisers
London

Recommended 2024
Accountants & Tax Advisers
Recommended

Simon Jennings
Evelyn Partners
Accountants & Tax Advisers
London

Recommended 2024
Accountants & Tax Advisers
Recommended

Chris Shepard
Evelyn Partners
Accountants & Tax Advisers
London

Recommended 2024
Recommended

Terry Shephard
Evelyn Partners
Accountants & Tax Advisers
Royal Tunbridge Wells

Recommended 2024
Accountants & Tax Advisers
Rising star

Joe Johnson
Evelyn Partners
Accountants & Tax Advisers
London

Rising star 2024
Accountants & Tax Advisers
Top 100

Paul Geddes
Evelyn Partners
Power List
London

Top 100 2024
Power List