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Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has bolstered its Birmingham office with the appointment of Sarah Crowley as a Financial Planning Director.
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has bolstered its Birmingham office with the appointment of Sarah Crowley as a Financial Planning Director.
Sarah joins Evelyn Partners from Brighton-based financial advisory firm IEP Financial where she worked as an Independent Financial Adviser for the past four years. Prior to IEP Financial, she spent two years as a Financial Planning Manager at Santander and also more than five years as a Private Client Stockbroker at Killik & Co. At Evelyn Partners, Sarah will help build new connections with the professional services community, especially law firms, in and around Birmingham.
Sarah will be based at Evelyn Partners’ new Birmingham office at the city’s landmark 103 Colmore Row. The group is uniquely well-placed to support clients with both their personal financial affairs and their business interests. Evelyn Partners’ personal wealth management services include financial planning, investment management and personal tax advice, while for businesses it provides assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.
Niraj Vyas, Managing Partner at Evelyn Partners commented: commented: “I am very pleased to welcome Sarah to Evelyn Partners. Her appointment is part of our plans to grow the Midlands financial planning team over the coming year or two. We believe there are significant opportunities to increase our brand and presence across the region. Sarah’s experience and expertise will be invaluable as we continue with our growth strategy.”
Sarah added: “I am absolutely delighted to join Evelyn Partners. The recent merger and rebranding have resulted in a very impressive, collaborative team and attractive proposition. They are uniquely positioned to offer a true holistic wealth management service and I am looking forward to collaborating with my colleagues to deliver the best service for our clients. Like Evelyn Partners, I believe everyone should have access to good advice and I am passionate about helping my clients achieve their goals.”
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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