Evelyn Partners continues investment in Birmingham professional services team with three appointments

Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.

01 Dec 2022
  • The Evelyn Partners team
The Evelyn Partners team
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  • The Evelyn Partners team The Evelyn Partners team
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Evelyn Partners continues investment in Birmingham professional services team with three appointments

Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.

Evelyn Partners, the leading integrated wealth management and professional services group, has continued to invest in its Birmingham professional services team by making three significant appointments. Jayne Harrold joins as a partner focusing on environment tax, Mike Smith as an Associate Director in the business rates team and Katie Bradley as an Associate Director in the business outsourcing services team.

Jayne Harrold joins Evelyn Partners from PwC where she spent 11 years and had a national role leading the firm’s UK environmental tax team focussed on packaging, waste, energy, and resource taxes. Jayne leads and manages multi-territory projects delivering plastic packaging tax and other environmental tax advice.

Mike Smith joins from the Global Real Estate consultancy Cushman and Wakefield LLP where he was an Associate Director in the Midlands Birmingham Rating Team. He has a wealth of experience in challenging business rates tax assessments on behalf of both landlords and occupiers across a range of multiple commercial property asset types and sectors.

Katie Bradley joins from RSM where she was an Accounting and Financial Reporting Manager. She will lead on growing the Evelyn Partners financial reporting service offering in the region and strengthens the business outsourcing service practice for the office.

Stephen Drew, Professional Services Regional Managing Partner at Evelyn Partners in Birmingham commented: “These significant appointments come at the end of a year of expansion for our professional services team in Birmingham, that now exceeds 100 people. Earlier in the year we moved into a new Birmingham office at the city’s landmark 103 Colmore Row and we are continuing to hire experienced people so that we can expand the range of services we are able to offer our clients in the West Midlands. I look forward to working closely with Jayne, Mike and Katie as we continue with our growth strategy in 2023.”

About Evelyn Partners

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’.

Disclaimer

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.

Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details