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 c£55 billion of assets under management (as at 31 March 2023), it ranks as the second largest UK wealth manager measured by EBITDA and the fifth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2022). It has a network of offices across 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. It also owns the consumer DIY investing and coaching platform Bestinvest, which offers ISAs, SIPPs, general investment accounts and free investment and financial coaching.

Media contacts:

Investment and markets commentary, ISAs, pensions, VCTs and EIS, as well corporate communications: Managing Director Jason Hollands - jason.hollands@evelyn.com

Financial planning, investment management, pensions + retirement finances, inheritance tax + estate planning, tax planning: Senior Public Relations Manager Adrian Lowery - adrian.lowery@evelyn.com

Professional services, accountancy, business taxation, business consultancy and restructuring, investment management, family office, charities, private client tax services: Newsroom and Press Office Senior Manager, Mark Gee - mark.gee@evelyn.com

Bestinvest: Commentary on ISAs, SIPPs, savings, mortgages, house prices, household + family finances and consumer finance issues: Personal Finance Analyst - alice.haine@bestinvest.co.uk