Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Ricky Wilson as a Financial Planner in the firm’s Bracknell office as part of its continued investment in the South East.
Ricky has 17 years’ experience working within financial services, with many of those years spent providing high quality advice across a number of different areas and most recently he has specialised in the medical sector. He joins Evelyn Partners from Wesleyan where he was a Specialist Financial Adviser where he provided financial planning services tailored to meet the needs of doctors.
Ricky will be based at Evelyn Partners’ Bracknell office at The Observatory in Western Road, which offers clients a range of financial services including investment management, investment advisory and financial planning from highly qualified experts. He will have a particular focus on helping to increase the firm’s presence in the Oxford area.
Paul Heslop, Managing Partner and Head of Evelyn Partners’ Bracknell office commented: “I am very pleased that Ricky is joining our growing team in Bracknell following our re-brand to Evelyn Partners. We are continuing to see increasing demand for our financial planning services across the region and Ricky’s experience and expertise will be a valuable addition to our group.”
Ricky added: “I wanted to join the firm because it has a great reputation within the industry and, with the exciting change in brand to Evelyn Partners, I can’t wait to get started”.
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
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.
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