Evelyn Partners, the wealth management and professional services group, is pleased to announce the appointment of George Uglow as a Financial Planner to help support the continued expansion of its Exeter office.
George has worked in the financial services industry for over 15 years and joins Evelyn Partners from Cavendish Medical where he was a Chartered Financial Planner. He has a broad range of experience providing traditional advice services as well developing specialisms in planning with the NHS pension and for individual recipients of Personal Injury settlements.
George will be based in Evelyn Partners’ Exeter office at Sterling Court in the heart of the city, which offers clients across the West Country locally delivered, personal financial planning and investment management services.
Mark Wilkins, Managing Partner in Evelyn Partners’ Exeter office commented: “I’m delighted to welcome George to our growing financial planning team in Exeter. George brings particular experience and expertise providing financial advice to recipients of Personal Injury settlements and planning in relation to the NHS pension scheme. I know he’ll be instrumental in helping us continue to grow our presence in the West Country.”
George added: “I am excited to join Evelyn Partners. The firm provides me with the perfect platform to combine the skills and specialisms that I have developed throughout my career. I have been extremely impressed with the range of services and tools available as well as the professionalism and experience within the business. This is a fantastic opportunity for me to continue to deliver outstanding service and collaborate with other professionals to deliver the best outcomes for my clients.”
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/
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.
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