The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle east and select international locations.
Evelyn Partners, a UK wealth manager, has strengthened its presence in the South East of England with the appointment of Hayley Jarvis to work in its Chelmsford financial planning team.
Jarvis, is joining Evelyn Partners, formerly known as Tilney Smith & Williamson, from Essex-based financial planners Forrester-Hyde. She has worked in financial services since 1996, with global insurers as well as with national and local independent financial advisers, the firm said in a statement this week.
As a chartered financial planner, Jarvis works with private clients and business owners to ensure that they plan for business continuity, exit and the intergenerational transfer of wealth, the firm added. She is interested in providing financial education to a diverse audience, including families, young adults and those starting out on their own financial journeys.
Evelyn Partners’ said its continuing expansion in this region comes after financial planner Catherine Glennon joined its Cambridge office in July.
Welcoming her to the firm, Peter Besant, partner in financial planning at Evelyn Partners, said: “She is joining the Chelmsford office as we continue to expand our reach across Essex, Hertfordshire and South Suffolk and will be working to continue this growth through her professional contacts and client referrals.
“Evelyn Partners Chelmsford has seen considerable growth in the last six years that I have headed up the office. Her experience and expertise will be integral in placing the power of good advice into the hands of those we work with and I am really looking forward to welcoming her into the Evelyn family,” he added.
Evelyn Partners has a network of offices across 26 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, with £55.8 billion ($68 billion) of assets under management as at 31 March 2022.