Wealth supervisor and Monetary Planner Evelyn Companions has appointed Chartered Monetary Planner Nick Hathaway to its Birmingham workplace.
He joins from Birmgingham-based Jerroms Monetary Planning the place he has labored since 2018.
Mr Hathaway began his monetary providers profession in funding administration with EFG Harris Allday earlier than a transition to Monetary Planning.
He acquired the “Most Meritorious” award from the Birmingham Insurance coverage Institute for completion of the Diploma in 2020 and Superior Diploma in 2022, of which there’s just one recipient annually.
At Jerroms his areas of specialism had been retirement planning and NHS pension work with senior clinicians.
He’ll assist facilitate the expansion of Evelyn’s Birmingham workplace because the enterprise sees a rising demand for its experience throughout the West Midlands.
Niraj Vyas, managing accomplice at Evelyn Companions’ Birmingham workplace, stated: “As demand for our providers continues to develop, Nick is a welcome high-quality addition to the staff who shares our values and dedication to offering purchasers with an distinctive and attentive expertise.”
Mr Hathaway stated: “It’s very thrilling to have joined such a well-regarded organisation, the place colleagues collaborate throughout all disciplines – Monetary Planning, funding administration {and professional} providers.
“I stay up for being a part of the enterprise throughout such a dynamic interval of progress and exercise.”
Evelyn Companions was created following the merger of wealth managers Tilney and Smith & Williamson in 2020. It has £53bn in property beneath administration and workplaces in 28 cities and cities within the UK, the Republic of Eire and the Channel Islands. It supplies a variety of monetary {and professional} providers to people, household trusts, skilled intermediaries, charities and companies.
