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Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Callum Ogden as a Financial Planner in its Birmingham office.
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Callum Ogden as a Financial Planner in its Birmingham office.
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth. He has also worked at Simpson Financial Services and Oak Wealth Planning. Prior to that he was in the British Army. As an ex-service person, Callum has an innate understanding of the challenges that military leavers encounter which has commonalities with a professional athlete planning for the end of their sporting career. He is also a semi-professional boxer.
Niraj Vyas, Managing Partner at Evelyn Partners commented: commented: “I am delighted to welcome Callum to Evelyn Partners. Callum brings valuable experience both from working in financial services and serving in the British Army. I look forward to working with Callum as we continue to grow our brand and presence across the Midlands.”
Callum added: “I chose Evelyn Partners because of their ability to assist people across the gamut of financial requirements. My carefully constructed financial plans will be backed up by excellent investment management and the additional benefit of the accountancy and wider professional services within the same business means clients can benefit from a properly holistic offering. This hopefully will give them peace of mind about the likelihood of achieving their goals and objectives.”
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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