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USA Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Callum Ogden as a Financial Planner in its Birmingham office.
Evelyn Partners continues growth of Birmingham team with Financial Planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Callum Ogden as a Financial Planner in its Birmingham office.
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth. He has also worked at Simpson Financial Services and Oak Wealth Planning. Prior to that he was in the British Army. As an ex-service person, Callum has an innate understanding of the challenges that military leavers encounter which has commonalities with a professional athlete planning for the end of their sporting career. He is also a semi-professional boxer.
Niraj Vyas, Managing Partner at Evelyn Partners commented: commented: “I am delighted to welcome Callum to Evelyn Partners. Callum brings valuable experience both from working in financial services and serving in the British Army. I look forward to working with Callum as we continue to grow our brand and presence across the Midlands.”
Callum added: “I chose Evelyn Partners because of their ability to assist people across the gamut of financial requirements. My carefully constructed financial plans will be backed up by excellent investment management and the additional benefit of the accountancy and wider professional services within the same business means clients can benefit from a properly holistic offering. This hopefully will give them peace of mind about the likelihood of achieving their goals and objectives.”
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
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