Wealth supervisor and Monetary Planner Evelyn Companions has appointed Emma Rivers as a Monetary Planner to assist help the expansion of the agency’s Guildford workplace.
She has joined from Barclays Wealth Administration & Non-public Financial institution the place she labored as a wealth planner advising excessive internet value and extremely excessive internet value purchasers.
Earlier than that she was advising at Saunderson Home (a part of Rathbones Group) specializing in purchasers who had been companions of the massive 4 accountancy corporations.
Ms Rivers can be primarily based at Evelyn Companions’ workplace at Onslow Home, within the coronary heart of Guildford, which affords purchasers a variety of monetary {and professional} providers together with Monetary Planning, funding administration, and tax recommendation.
Ms Rivers stated: “Evelyn Companions has a complete providing, and I’ll have entry to a lot of specialists which enhance my position as a Chartered Monetary Planner.”
Mark Wilkins, managing accomplice in Evelyn Companions’ Guildford workplace stated: “We’re seeing elevated demand for our Monetary Planning providers from throughout Surrey and Emma is approaching board to assist help our formidable development plans. She brings useful business expertise and I’m assured she’ll be an awesome asset to our staff in Guildford.”
Evelyn Companions is a wealth administration {and professional} providers 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 biggest UK wealth managers and likewise the seventh largest UK accountancy agency ranked by price 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 firms, the Group affords monetary {and professional} providers to people, household trusts, skilled intermediaries, charities and companies.
