Evelyn Partners, the wealth management and professional services group, has announced the appointment of Emma Rivers as a Financial Planner to help support the continued growth of the firm’s Guildford office.
Emma joins Evelyn Partners from Barclays Wealth Management & Private Bank where she worked as a Wealth Planner advising high net worth and ultra high net worth clients on their financial planning needs such as inheritance tax planning, tax efficient investing, pensions & retirement planning and financial protection. Prior to that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were Partners of the Big 4 accountancy firms.
Emma will be based at Evelyn Partners’ office at Onslow House, in the heart of the city, which offers clients a range of financial and professional services including financial planning, investment management, and tax advice from highly qualified experts.
Mark Wilkins, Managing Partner in Evelyn Partners’ Guildford office commented:
“We are seeing increased demand for our financial planning services from across Surrey and I’m delighted that Emma is coming on board to help support our ambitious growth plans. Emma brings valuable industry experience and I’m confident she’ll be a great asset to our already experienced team in Guildford. I’m looking forward to working closely with Emma as we continue with our strategy of providing great financial advice to even more clients in the region.”
Emma added: “I’m really looking forward to joining the Evelyn Partners financial planning team in Guildford and continuing to help clients achieve their long-term goals and objectives, as well as working with the business on their ambitious growth plans. Evelyn Partners has a comprehensive offering, and I will have access to a number of specialists which complement my role as a Chartered Financial Planner and will allow me to provide high quality holistic advice to my clients.”
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