Evelyn Partners bolsters Birmingham office with Financial Planning Director appointment

Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has bolstered its Birmingham office with the appointment of Sarah Crowley as a Financial Planning Director.  

Sarah Crowley
Published: 13 Sept 2022 Updated: 13 Sept 2022

Evelyn Partners bolsters Birmingham office with Financial Planning Director appointment

Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has bolstered its Birmingham office with the appointment of Sarah Crowley as a Financial Planning Director.

Sarah joins Evelyn Partners from Brighton-based financial advisory firm IEP Financial where she worked as an Independent Financial Adviser for the past four years. Prior to IEP Financial, she spent two years as a Financial Planning Manager at Santander and also more than five years as a Private Client Stockbroker at Killik & Co. At Evelyn Partners, Sarah will help build new connections with the professional services community, especially law firms, in and around Birmingham. 

Sarah will be based at Evelyn Partners’ new Birmingham office at the city’s landmark 103 Colmore Row. The group is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Evelyn Partners’ personal wealth management services include financial planning, investment management and personal tax advice, while for businesses it provides assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services. 

Niraj Vyas, Managing Partner at Evelyn Partners commented: commented: “I am very pleased to welcome Sarah to Evelyn Partners. Her appointment is part of our plans to grow the Midlands financial planning team over the coming year or two. We believe there are significant opportunities to increase our brand and presence across the region. Sarah’s experience and expertise will be invaluable as we continue with our growth strategy.”

Sarah added: “I am absolutely delighted to join Evelyn Partners. The recent merger and rebranding have resulted in a very impressive, collaborative team and attractive proposition. They are uniquely positioned to offer a true holistic wealth management service and I am looking forward to collaborating with my colleagues to deliver the best service for our clients. Like Evelyn Partners, I believe everyone should have access to good advice and I am passionate about helping my clients achieve their goals.”

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