Ireland 
USA Evelyn Partners expands West Midlands presence with hiring of new financial planner at Birmingham office
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
Evelyn Partners, the leading integrated wealth management and professional services firm, is building its presence in the West Midlands with the appointment of a new financial planner to its Birmingham office.
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
Nick started his financial services career in investment management with EFG Harris Allday before a transition to financial planning, and received the “Most Meritorious” award from the Birmingham Insurance Institute for both completion of the Diploma in 2020 and Advanced Diploma in 2022, of which there is only one recipient each year.
Nick has been hired to help facilitate the growth of the Birmingham office. Working with both our professional services colleagues in Birmingham, and some external professional services firms (particularly law practices), Evelyn Partners is seeing a growing demand for our expertise as our reputation, presence and brand continue to build across the West Midlands.
Niraj Vyas, Managing Partner at Evelyn Partners’ Birmingham office, comments: “We’re delighted that Nick has chosen to join Evelyn Partners, especially at a particularly exciting time for our business in the Midlands. As demand for our services continues to grow, Nick is a welcome high-quality addition to the team who shares our values and commitment to providing clients with an exceptional and attentive experience.”
Nick adds: “It’s very exciting to have joined such a prestigious and well-regarded organisation, where colleagues collaborate across all disciplines – financial planning, investment management and professional services. The positive impact the unique Evelyn Partners proposition can have for clients is unrivalled and I look forward to being part of the business during such a dynamic period of growth and activity.”