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USA Evelyn Partners continues investment in Birmingham professional services team with three appointments
Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.
Evelyn Partners continues investment in Birmingham professional services team with three appointments
Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.
Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.
Jayne Harrold joins Evelyn Partners from PwC where she spent 11 years and had a national role leading the firm’s UK environmental tax team focussed on packaging, waste, energy, and resource taxes. Jayne leads and manages multi-territory projects delivering plastic packaging tax and other environmental tax advice.
Mike Smith joins from the Global Real Estate consultancy Cushman and Wakefield LLP where he was an Associate Director in the Midlands Birmingham Rating Team. He has a wealth of experience in challenging business rates tax assessments on behalf of both landlords and occupiers across a range of multiple commercial property asset types and sectors.
Katie Bradley joins from RSM where she was an Accounting and Financial Reporting Manager. She will lead on growing the Evelyn Partners financial reporting service offering in the region and strengthens the business outsourcing service practice for the office.
Stephen Drew, Professional Services Regional Managing Partner at Evelyn Partners in Birmingham commented: “These significant appointments come at the end of a year of expansion for our professional services team in Birmingham, that now exceeds 100 people. Earlier in the year we moved into a new Birmingham office at the city’s landmark 103 Colmore Row and we are continuing to hire experienced people so that we can expand the range of services we are able to offer our clients in the West Midlands. I look forward to working closely with Jayne, Mike and Katie as we continue with our growth strategy in 2023.”
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