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Thursday, September 26, 2024

New Planner joins Evelyn Companions in Chelmsford

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Monetary Planner Evelyn Companions has recruited a brand new Monetary Planner for growth within the South East.

Hayley Jarvis joins Evelyn Companions (previously Tilney Smith & Williamson) from Essex-based Monetary Planners Forrester-Hyde and can work from the Chelmsford workplace.

She has labored in monetary providers since 1996 with international insurers in addition to with nationwide and native IFAs. 

The Chartered Monetary Planner works primarily with non-public shoppers and enterprise house owners. Her shoppers additionally embody households, younger adults and people beginning out on their monetary journeys.

 

Evelyn Companions’ growth within the area comes after Monetary Planner Catherine Glennon joined its Cambridge workplace in July. 

Peter Besant, associate in Monetary Planning at Evelyn Companions, mentioned: “Hayley is becoming a member of the Chelmsford workplace as we proceed to develop our attain throughout Essex, Hertfordshire and South Suffolk and will probably be working to proceed this progress via her skilled contacts and shopper referrals. 

“Evelyn Companions Chelmsford has seen appreciable progress within the final six years that I’ve headed up the workplace and Hayley joins us on this journey. Her expertise and experience will probably be integral in putting the facility of excellent recommendation into the palms of these we work with and I’m actually trying ahead to welcoming her into the Evelyn household.” 

Ms Jarvis added: “It’s an thrilling time to hitch Evelyn Companions, because it seems to develop each regionally and nationally. I do know Peter is trying to construct the Chelmsford crew and I very a lot look ahead to being a part of this journey.” 

Evelyn Companions is among the UK’s greatest wealth administration {and professional} providers teams and was created following the merger of Tilney and Smith & Williamson. It has £55.8 billion of belongings underneath administration and has workplaces in 26 cities and cities within the UK, in addition to the Republic of Eire and the Channel Islands.




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