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USA Evelyn Partners bolsters Midlands presence with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Declan Kirby as a Chartered Financial Planner in its Birmingham office.
Evelyn Partners bolsters Midlands presence with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Declan Kirby as a Chartered Financial Planner in its Birmingham office.
Before joining Evelyn Partners, Declan worked for Henwood Court Financial Planning as a Chartered Financial Planner, providing financial planning and wealth management advice to his clients. He focuses on working with senior executives, business owners and professionals, and is a Fellow of the Personal Finance Society.
Declan will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row. The group supports clients with both their personal financial affairs and their business interests. Evelyn Partners’ personal wealth management services include financial planning, investment management and personal tax advice, while for businesses it provides assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.
Niraj Vyas, Managing Partner at Evelyn Partners commented: “I’m delighted to welcome Declan to our growing financial planning team here in Birmingham. As a Chartered Financial Planner and Fellow of the Personal Finance Society Declan is a high-calibre addition to an already quality team. Declan is passionately client focussed and is motivated by being a trusted counsel and life business partner to his clients. I am looking forward to working with Declan as we continue our expansion across the region to make the most of the many opportunities we have. I have no doubt Declan will play a critical and pivotal part in this.”
Declan Kirby added: “I am hugely excited to have joined Evelyn Partners. As a leading and progressive financial planning and wealth management business, I look forward to providing the highest level of service and advice to clients with the support of an established, progressive, and highly reputable organisation.”
About 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 £59.1 billion of assets under management (as at 31 December 2023), we 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).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com