EVELYN PARTNERS HAS ACQUIRED BUCKINGHAMSHIRE-BASED FINANCIAL PLANNING COMPANY

Financial Planner and wealth manager Evelyn Partners, created from the merger of Tilney and Smith & Williamson has acquired Buckinghamshire-based Financial Planning firm 2hWealthcare.

 Founded over 20 years ago, 2hWealthcare, who are based in Beaconsfield, provides financial planning and investment advice to individuals and corporate clients.

Managing Partner and founder of 2hWealthcare, Steve Wilson joins Evelyn Partners as part of a four-strong team through the group’s succession programme.

The scheme, which was launched by Evelyn Partners in late 2021, gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a wealth management proposition.

Steve Wilson said: “I’m delighted to be becoming a member of Evelyn Companions – it’s an improbable transfer for me and my staff and, most significantly, for the shoppers of 2hWealthcare, who will profit from the broader expertise and extra intensive sources now out there to them.  I’ve been extraordinarily impressed by the way in which Evelyn Companions has approached the mixing of our companies and am excited on the potential for the longer term.”

Richard Dawes, head of strategic partnerships at Evelyn Partners said: “I’m delighted to welcome Steve and his team to the group as part of our succession programme. The team have built a great business providing financial planning advice to clients across the region. We are continuing to see considerable interest in our succession programme as advisers approaching retirement look to provide a new home for their staff and clients. With our scheme, clients benefit from the investments we have made in our proposition and technology.”

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