Ireland 
USA Evelyn Partners adds to Cambridge financial planning team
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has continued its expansion in the East of England with a new appointment to its Cambridge financial planning team.
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees. She is a Financial Planner with considerable expertise working with family law solicitors and supporting clients who need financial planning advice as a result of a divorce.
More broadly, Catherine has nearly 17 years’ experience advising clients across the range of financial planning needs, including wealth accumulation towards retirement and estate planning. She has been shortlisted in the 2022 Women in Finance Awards for Retirement Planner of the Year.
Nick Geere, Managing Partner in Evelyn Partners’ financial planning division, said: “It’s with great pleasure that we welcome Catherine to Evelyn Partners, and specifically to the Cambridge office which now comprises 16 staff, all of whom are client-facing.
“Under the old Tilney Smith & Williamson brand this team became established as a leading provider in the region of a broad range of financial planning and investment management services. Catherine will help us to forge ahead under the Evelyn Partners banner to meet the growing demand in the East of England for our expertise and services.”
Catherine added: “Clients and their extended families are at the core of the holistic financial planning service that I provide. The professional support and infrastructure available to me within the team at Evelyn Partners will further enhance the high levels of service and expertise that I pride myself on.
“With the extensive investment proposition offered by Evelyn Partners, I believe that I can offer progressive, all-encompassing financial advice and support to clients moving forwards, and this was key in my decision to join the Cambridge team.”