Smith & Williamson

At Evelyn Partners, we're a top-tier wealth management and accountancy firm dedicated to helping individuals, entrepreneurs, charities, and financial advisors manage their financial lives. With our expert advice and tailored solutions, we ensure our clients' financial futures are secure, prosperous, and fulfilling.

You & Your Family

We understand that life's important moments require careful planning and expert advice. Whether you're planning for retirement, saving for your children's education, or simply wanting to secure your family's financial future, we're here to guide you through it all. Our financial planners will help you set and achieve your financial goals, ensuring you have the financial security and confidence to enjoy the opportunities life has to offer.

Investment Management

Benefit from our personalized investment portfolios, tailored to your investment time horizon, risk tolerance, and return expectations. Our experienced investment managers will work closely with you to create a bespoke investment strategy that meets your unique needs and financial objectives.

Business and Commerce

As a business owner or entrepreneur, we understand the importance of strategic financial planning and expert advice. Whether you're scaling up, selling your business, or navigating complex tax and compliance issues, our team of experts will provide the guidance and support you need to achieve your business goals.

Accounting and Assurance

We deliver reliable and accurate financial reporting, ensuring your business remains compliant with regulatory requirements. Our accounting and assurance services include auditing, accounting, and business outsourcing solutions, giving you peace of mind and confidence in your financial decisions.

Forensic Services

In the event of disputes or financial uncertainty, our forensic experts will help resolve complex financial issues, providing unbiased and expert analysis to resolve matters swiftly and efficiently.

Corporate Finance and Transactions

When significant transactions arise, our corporate finance and transaction experts will help you navigate the complex process, mitigating risks and ensuring the best possible outcomes for your business.

Alliances and Partnerships

Our network of international offices, partnerships, and allegiances enable us to serve clients locally and globally, providing seamless support across borders and jurisdictions.

At Evelyn Partners, we're committed to helping you achieve your financial goals, whether you're an individual, entrepreneur, charity, or financial advisor. Our expertise and expertise will guide you through the complexities of finance, ensuring your financial future is secure, prosperous, and fulfilling.