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USA Evelyn Partners continues North West expansion with financial planner appointment
Evelyn Partners, the wealth management and professional services group, is pleased to announce the appointment of Mickey Armstrong as a Financial Planner in its Knutsford office.
Evelyn Partners continues North West expansion with financial planner appointment
Evelyn Partners, the wealth management and professional services group, is pleased to announce the appointment of Mickey Armstrong as a Financial Planner in its Knutsford office.
Mickey joins Evelyn Partners from AES International in Dubai where he worked as a Chartered Financial Planner and advised high net worth expats, helping structure their wealth for the future, planning for repatriation and deep-diving into their inheritance and inter-generational planning needs. Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
Mickey will be based at Evelyn Partners’ office at Booths Park in Chelford Road, Knutsford, which is home to a team of expert financial planners and investment professionals.
Tom Hunt, Financial Planning Director in Evelyn Partners’ Knutsford office commented: “I’m delighted that Mickey is joining our financial planning team in Knutsford. We are continuing to see increasing demand from clients for our services and I’m confident Mickey’s experience and expertise will be a great addition to our team. He is coming on board as a holistic financial planner however his expat offshore experience will be invaluable and adds another dimension to our skillset.”
Mickey added: “Having made the decision to repatriate back to the UK, I felt it was at a pivotal point in my career and choosing a firm whose values and ambitions match my own was crucial. After extensive research, I felt Evelyn Partners are leading the way in terms of their true dedication to providing an all encompassing financial planning proposition that can seamlessly link with other professional services meaning every client’s need can be dealt with ‘in-house’ and by specialists in that area.”
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