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USA Evelyn Partners continues East Midlands expansion with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Nick Parkes as a Financial Planner in the firm’s Nottingham office as part of its ongoing expansion in the East Midlands.
Nick joins Evelyn Partners from Ryley Wealth Management where he obtained Chartered Financial Planner status in November 2021, and in March 2022 was awarded Fellowship of the PFS having completed 8 qualifications in 8 months, including 5 at Advanced Diploma Level. He focuses on pensions and inheritance tax planning, specifically with regards to Self Invested Personal Pensions (SIPPs), Small Self Administered Schemes (SSAS) and trust work.
Nick will be based at Evelyn Partners’ Nottingham office at Loxley House, Riverside Business Park, which offers clients a range of financial services including investment management, investment advisory and financial planning from highly qualified experts.
Craig Richards, Head of Evelyn Partners’ Nottingham office commented: “I am delighted to welcome Nick to our financial planning team in Nottingham. We have ambitious plans to continue growing in the East Midlands and Nick’s experience and expertise will be instrumental in enabling us to provide more clients with high quality financial advice.”
Nick added: “I’m thrilled to be joining Evelyn Partners as part of the Nottingham office, and I’m excited to be a part of their expansion in the East Midlands at such an important time in the company’s history. I look forward to sharing my knowledge and expertise with clients and to continue to provide them with the high-quality financial advice which is synonymous to Evelyn Partners”.
(L-R): Craig Richards and Nick Parkes, 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. With £55.8 billion of assets under management (as at 31 March 2022), it ranks as the second largest UK wealth manager measured by EBITDA and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).
It has a network of offices across 27 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.
Evelyn Partners’ purpose is to ‘place the power of good advice into more hands’, and it is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Evelyn Partner’s personal wealth management services include financial planning, investment management and advice, personal tax advice and, through Bestinvest, an award-winning online investment service for self-directed investors. For businesses, its wide range of services includes assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: www.evelyn.com
Disclaimer
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details