Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Daniel Lewis as an Investment Director in its Chelmsford office.
Daniel’s appointment further demonstrates Evelyn Partners’ commitment to investing in its people in East Anglia and follows on from the acquisition in April 2023 of Ashcroft Partnership LLP, a fast-growing firm of Chartered Accountants and tax specialists based in Cambridge city centre.
Prior to joining Evelyn Partners, Daniel spent 22 years as an Investment Manager at Quilter Cheviot. He works with private clients to help them to preserve and grow their wealth, as well as working closely with the introducer community, including financial planners, solicitors and accountants. Daniel is a fellow of the Chartered Institute for Securities & Investment and holds the CISI Diploma.
Daniel’s appointment follows on from the appointment last year of Matthew Shevlane as an Associate Director in the Investment Management team in Evelyn Partners’ Cambridge office.
Caroline Connell, Managing Partner in Evelyn Partners’ Chelmsford and Cambridge offices commented: “I’m very pleased to welcome Daniel to Evelyn Partners. We have been exceptionally busy in the region in recent months and so it is great to have an investment manager of Daniel’s calibre ready to get stuck straight in to work with clients. Daniel is well-known in the region and I’m confident he will be instrumental to our continued growth.
“Daniel will work closely with our East Anglia financial planning team, headed up by Peter Besant, as well as helping to meet the increased demand we are seeing for our investment management services from clients of colleagues that joined us last year following our acquisition of Ashcroft Partnership.”
Daniel commented: “I’m delighted to be joining a firm of the stature of Evelyn Partners and I look forward to working with Peter and the team in building our brand and presence in the region. We have a very compelling offering and ambitious growth plans, and my experience complements and adds to an established and dedicated team of specialists here in East Anglia.”
Evelyn Partners is the UK’s leading wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £62.2 billion of assets under management (as at 30 June 2024), 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, fund administration, fund governance, recovery and restructuring and transaction services.
For further information please visit: https://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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