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Friday, September 20, 2024

Evelyn appoints Dubai Planner to north west



Wealth supervisor and Monetary Planner Evelyn Companions has appointed Chartered Monetary Planner Mickey Armstrong as a Monetary Planner in its Knutsford, Cheshire workplace, recruiting him from a Dubai agency.

The appointment is a part of the agency’s continued North West growth, it mentioned.

Mr Armstrong joins Evelyn from AES Worldwide in Dubai the place he labored as a Chartered Monetary Planner and suggested excessive internet price expats.

Earlier than that he spent greater than six years at Equilibrium Monetary Planning in Wilmslow, Cheshire the place he was a Chartered Monetary Planner specializing in retirement and life-style planning.  

He will probably be based mostly at Evelyn Companions’ workplace at Cubicles Park in Chelford Highway, Knutsford, which is house to a group of knowledgeable Monetary Planners and funding professionals.

Tom Hunt, Monetary Planning director in Evelyn Companions’ Knutsford workplace, mentioned: “We’re persevering with to see growing demand from purchasers for our companies and I’m assured Mickey’s expat offshore expertise will probably be invaluable and add one other dimension to our skillset.” 

Mr Armstrong mentioned: “Having made the choice to repatriate again to the UK, I felt it was at a pivotal level in my profession and selecting a agency whose values and ambitions match my very own was essential. After intensive analysis, I felt Evelyn Companions are main the way in which in offering a Monetary Planning proposition that may seamlessly hyperlink with different skilled companies.”

Evelyn Companions is a wealth administration {and professional} companies group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1bn of belongings beneath administration (as at 31 December 2023) it’s one the most important UK wealth managers and in addition the seventh largest UK accountancy agency ranked by payment revenue (supply: Accountancy Age 50+50 rankings, 2023).

It has a community of workplaces throughout 29 cities and cities within the UK, in addition to the Republic of Eire and the Channel Islands. Via its working corporations, the Group provides monetary {and professional} companies to people, household trusts, skilled intermediaries, charities and companies.




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