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 was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
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