Evelyn Partners, the leading integrated wealth management and professional services group, has announced the appointment of Andrew Moat as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands.
Andrew worked most recently at Fiscal Engineers Limited in Nottingham where he spent seven years and was a Financial Planner. Andrew specialises in working with business owners at the point of sale and top-tier professionals. He has a passion to deliver the highest standards when working with clients to achieve their financial objectives.
Andrew will be based at Evelyn Partners’ Nottingham office, at Loxley House, Riverside Business Park, which offers clients a range of financial services including investment management, investment advisory and financial planning from highly qualified experts.
Lee MacDonald, Financial Planning Director at Evelyn Partners commented: “We are delighted that the Nottingham office continues to attract talent of Andy’s calibre. We are confident that his appointment is another boost to an already exceptionally strong financial planning team and will help us grow our brand and presence in the East Midlands.”
Andrew added: “I am hugely excited to be joining Evelyn Partners. I was really impressed with the quality of the wealth management team in Nottingham and the focus on providing the highest level of service to clients. I can’t wait to get started and add value to an already top-class team.”
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/
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