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Evelyn Partners, the leading integrated wealth management and professional services group, has appointed Harrison Boar as a financial planner to help support the continued expansion of its Chelmsford office.
Evelyn Partners, the leading integrated wealth management and professional services group, has appointed Harrison Boar as a financial planner to help support the continued expansion of its Chelmsford office.
Harrison joins Evelyn Partners from Fisher Investments where he spent 9 years as a Private Client Adviser. During his time at Fisher, Harrison specialised in advising high net worth clients on a range of financial planning areas. He is a Chartered Member of the CISI.
Peter Besant, Partner in Evelyn Partners’ Chelmsford office commented: “I am really pleased to have Harrison join our growing team in Chelmsford. 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.”
Harrison added: “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 in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
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