Wealth administration and Monetary Planning agency Evelyn Companions has appointed former RBC Brewin Dolphin senior portfolio supervisor Matthew Wells as a companion at its Leeds funding administration workforce.
Mr Wells is an funding supervisor focusing particularly on the administration of charities and personal purchasers.
He has greater than 25 years’ trade expertise. After graduating with an economics diploma from the College of Leicester in 1997, he started his profession by spending three years with Schroders within the Metropolis of London earlier than shifting to RBC Brewin Dolphin in Leeds in 2000.
Mr Wells is a Chartered Institute for Securities & Insurance coverage Chartered Wealth Supervisor. He’s a improvement board member for Martin Home Kids’s Hospice in Wetherby, a volunteer junior Rugby Union coach and a Stage 1 certified England Boxing coach.
Evelyn Companions’ Leeds workplace gives a spread of providers, together with Monetary Planning, funding administration and tax recommendation.
Ian Gibson, managing companion in Evelyn Companions’ Leeds workplace mentioned: “Matthew has a wealth of expertise constructing long-term relationships with charities and excessive web price people throughout the area and serving to them obtain their funding goals. I’m wanting ahead to working carefully with him as we proceed with our development plans for increasing our funding administration providing within the area.”
Mr Wells mentioned: “I’m wanting ahead to bringing my 25 years trade expertise to an already well-established, skilled and devoted workforce.”
Evelyn Companions has been concerned in a busy time of acquisitions lately. Earlier this month it acquired Tunbridge Wells-based accountancy agency Creaseys Group Restricted.
In February it acquired Leathers LLP which operates from workplaces in Newcastle and Harrogate, and in April it acquired Cambridge-based agency the Ashcroft Partnership LLP.
Evelyn Companions was created following the merger of Tilney and Smith & Williamson in 2020 and has roughly £55.4bn of property underneath administration. It has workplaces in 28 cities and cities within the UK, in addition to the Republic of Eire and the Channel Islands.