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USA Evelyn Partners continues East Midlands expansion with Nottingham office financial planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Sam Whatsize as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands. He is the third Financial Planner to join the office in the past six months, following the appointments of Alex Morton and Nick Parkes.
Evelyn Partners continues East Midlands expansion with Nottingham office financial planner appointment
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has announced the appointment of Sam Whatsize as a Financial Planner in the firm’s Nottingham office as part of its continued expansion in the East Midlands. He is the third Financial Planner to join the office in the past six months, following the appointments of Alex Morton and Nick Parkes.
Sam joins Evelyn Partners from Brown Shipley where he worked as a Financial Adviser in the firm’s Nottingham office and supported clients with financial planning, including advice around investments, pensions, life insurance and inheritance tax planning. Prior to Brown Shipley, he was a Financial Planning Manager at Santander.
Sam 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.
Craig Richards, Head of Evelyn Partners’ Nottingham office commented: “I am delighted to welcome Sam to the growing team in our Nottingham office. Sam joins at an exciting time for our business as we continue with our ambitious strategy of expanding our presence in the East Midlands. I’m confident that Sam’s experience and expertise will be instrumental to our growth plans. His appointment enables us to provide holistic financial planning advice to even more clients.”
Sam added: “I am incredibly exited to join Evelyn Partners at a stage where they are showing vast sustainable growth. I have been working hard developing my skills over the past several years in the financial services industry and joining Evelyn Partners will help me continue along this path. I feel that my previous experience in bank assurance and private banking has allowed me to develop the skills to offer the highest level of service to my clients. I look forward to working with the various specialists within the company to ensure my clients receive the best wealth management advice, helping them to achieve their goals.”
Picture caption (L-R): Sam Whatsize and Craig Richards, Evelyn Partners
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