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USA Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office
Evelyn Partners, the leading integrated wealth management and professional services group, has appointed Harrison Boar as a financial planner to help support the continued expansion of its Chelmsford office.
Evelyn Partners appoints experienced financial planner to support expansion of Chelmsford office
Evelyn Partners, the leading integrated wealth management and professional services group, has appointed Harrison Boar as a financial planner to help support the continued expansion of its Chelmsford office.
Harrison joins Evelyn Partners from Fisher Investments where he spent 9 years as a Private Client Adviser. During his time at Fisher, Harrison specialised in advising high net worth clients on a range of financial planning areas. He is a Chartered Member of the CISI.
Peter Besant, Partner in Evelyn Partners’ Chelmsford office commented: “I am really pleased to have Harrison join our growing team in Chelmsford. As an office we are continuing to expand in response to increased demand for our financial planning services and are committed to hiring experienced professionals like Harrison to ensure we can provide the best possible service to clients.”
Harrison added: “I am eager to get up and running during what is an exciting time for Evelyn Partners and building on the impressive growth the company has seen over recent years. I am fortunate to be joining an experienced team who I’m looking forward to working with to provide our outstanding wealth management services.”
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