Wealth manager and Financial Planning firm Evelyn Partners has appointed Harrison Boar as a Financial Planner at its Chelmsford office.
Mr Boar joins Evelyn Partners from Fisher Investments where he spent nine years as a private client adviser.
He specialises in advising high net worth clients on a range of Financial Planning areas and is a Chartered Member of the CISI.
Evelyn Partners said Mr Boar’s appointment would support its continued expansion in the region.
Peter Besant, partner in Evelyn Partners’ Chelmsford office, said: “As an office we are continuing to expand in response to increased demand for our Financial Planning services and are committed to hiring experienced professionals like Harrison to ensure we can provide the best possible service to clients.”
Mr Boar said the speed of growth of the company was one of the key attractors in him joining Evelyn Partners.
He said: “I am eager to get up and running during what is an exciting time for Evelyn Partners and building on the impressive growth the company has seen over recent years. I am fortunate to be joining an experienced team who I’m looking forward to working with to provide our outstanding wealth management services.”
Evelyn Partners was created following the merger of wealth managers Tilney and Smith & Williamson in 2020. It has £53bn in assets under management and offices in 28 towns and cities in the UK, the Republic of Ireland and the Channel Islands. It provides a range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
