Evelyn Partners recruits experienced Financial Planning Partner to Southampton office
Aaron Mcloughlin joins as Partner in Financial Planning after five years at James Hambro & Partners, where he was Director of Financial Planning
Wealth management firm Evelyn Partners announces today the appointment of Aaron Mcloughlin as Partner in Financial Planning.
Aaron joins Evelyn Partners, which this year became part of NatWest Group, after five years at James Hambro & Partners, where he was Director of Financial Planning. He has nearly 15 years' experience of delivering private client and wealth management advice, with earlier roles at Rathbones and Kleinwort Benson.
As a Chartered Financial Planner, Trust and Estate Practitioner (STEP), and Taxation Technician who is progressing towards Chartered Tax Adviser status, Aaron has a particularly strong technical background, and will report directly to Mark Wilkins, Managing Partner for the Southampton office.
Emma Sterland, Chief Financial Planning Director of Evelyn Partners and Managing Director of NatWest Private Banking & Wealth Management, comments: 'Aaron brings technical expertise, leadership experience, and high-net-worth client advisory skills that will significantly strengthen the Southampton team as Mark Wilkins drives growth in our presence across the region.
'With a career spanning private banking, wealth management, financial planning leadership, and complex estate planning, he adds further depth to our ability to support affluent individuals, families, business owners, and professional connections.
'He will be an invaluable, key player as we continue to develop our proposition for clients with increasingly sophisticated financial planning requirements in areas such as estate planning, trusts, taxation, retirement planning, and intergenerational wealth transfer.'
Aaron added: 'Having built my career working with clients mainly across London and the South, I am looking forward to deepening my focus closer to home by joining Evelyn Partners’ Southampton office.
'This area is home to exceptional families, business owners, and a brilliant network of private client lawyers, accountants, and tax advisers, and I am excited to bring Evelyn Partners' comprehensive wealth management capabilities to this community.'