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USA Buckinghamshire-based 2hWealthcare team joins Evelyn Partners
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced that a team from Buckinghamshire-based financial advisers 2hWealthcare will be joining the firm.
Buckinghamshire-based 2hWealthcare team joins Evelyn Partners
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced that a team from Buckinghamshire-based financial advisers 2hWealthcare will be joining the firm.
Steve Wilson, Managing Partner and founder of 2hWealthcare, joins Evelyn Partners as part of a four-strong team through the group’s succession programme. The scheme, which was launched by Evelyn Partners in late 2021, gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.
2hWealthcare, which is based in Beaconsfield and was established more than 20 years ago, provides high quality, bespoke financial planning and investment advice to individuals and corporate clients. As part of the agreement, Steve, a fellow financial planner and two support staff will join Evelyn Partners.
Richard Dawes, Head of Strategic Partnerships at Evelyn Partners commented: “I’m delighted to welcome Steve and his team to the group as part of our succession programme. The team have built a great business providing financial planning advice to clients across the region. This agreement means that their clients will continue to receive a high-quality, personalised service with the support and resources of the group and ability to access the additional range of expertise we can provide such as investment management and tax advice.
“We are continuing to see considerable interest in our succession programme as advisers approaching retirement look to provide a new home for their staff and clients. With our scheme, clients benefit from the investments we have made in our proposition and technology.”
Steve Wilson added: “I’m delighted to be joining Evelyn Partners – it’s a fantastic move for me and my team and, most importantly, for the clients of 2hWealthcare, who will benefit from the wider experience and more extensive resources now available to them. I have been extremely impressed by the way Evelyn Partners has approached the integration of our businesses and am excited at the potential for the future.”
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