USA Liqueo rolls out Evelyn Partners Moneyhealth financial wellbeing service
Evelyn Partners is pleased to announce that asset and wealth management consultancy firm Liqueo has adopted its employee financial wellbeing service – Evelyn Partners Moneyhealth.
Liqueo rolls out Evelyn Partners Moneyhealth financial wellbeing service
Evelyn Partners is pleased to announce that asset and wealth management consultancy firm Liqueo has adopted its employee financial wellbeing service – Evelyn Partners Moneyhealth.
The service from Evelyn Partners, the UK’s leading integrated wealth management and professional services group, gives UK employees of Liqueo access to a state-of-the-art digital platform with built-in financial coaching by qualified professionals. Evelyn Partners Moneyhealth provides staff at all income levels the ability to take control of their personal finances by benefitting from extensive guidance on saving, budgeting, debt, credit scores, tax, mortgages, financial planning, investing and more.
In addition, as part of the Moneyhealth service, senior managers with more complex financial affairs can tap into Evelyn Partners’ executive consulting service, gaining access to extensive expertise in wealth management, financial planning and tax with the option to sign up for formal, ongoing advice.
Furthermore, employees of all income levels can access a bespoke programme of financial wellbeing workshops run by Evelyn Partners’ practitioners with guides, webinars and in-person seminars covering a range of key topics from pensions and protection to budgeting, saving, investing and more.
Liqueo are specialists in business change and solution deployment across asset and wealth management. Operating from its offices in London, New York and Dubai, the company has practices in key areas including: advisory, front office, risk, private markets and compliance & regulation.
Samantha Wilson, Financial Controller at Liqueo commented “Financial wellbeing is becoming increasingly important in today’s society and when Evelyn offered a service that would help us to reduce stress and enhance employee experience and engagement, we thought what a fantastic idea. We are excited to launch this additional benefit to our employees and hope it increases knowledge to make informed financial decisions and understand when and how to seek advice.”
Tom Shave, Partner at Evelyn Partners, commented: “Following the launch of Evelyn Partners Moneyhealth, we have seen considerable interest in the service from forward-thinking firms. We are delighted to welcome Liqueo as a cornerstone client for the service and look forward to supporting their UK staff with getting the most from their personal finances.”
ENDS
Disclaimer
The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Group Limited and any subsidiary of Evelyn Partners Group Limited from time to time.
Evelyn Partners LLP is Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Evelyn Partners LLP is an independent network member of CLA Global Limited. See https://www.claglobal.com/disclaimer/
Tom Shave is a Partner at Evelyn Partners LLP
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