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  • The lead manager for Tilney Sustainable Adventurous fund will be Genevra Banszky von Ambroz

    Tilney launches adventurous sustainable fund

  • L-R: Steve Jupp and Richard Dawes

    Tilney acquires Essex IFA firm

  • In one of a number of deals last week, Financial Planning consolidator Elevation Financial Group acquiring Essex-based IFA Innovate Financial Solutions.

    Planners predict record M&A activity in 2022

  • Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.

    M&A could create more sustainable Planning profession

  • New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

    Expect more US PE-financed Planner deals in 2022

  • Bestinvest's website

    Tilney-owned platform launches hybrid advice service

  • The Ewart building in Belfast’s business district

    Tilney opens new Belfast office in Ulster expansion

  • Tilney Smith & Williamson will rebrand as Evelyn Partners this summer

    Tilney Smith & Williamson to rebrand as Evelyn Partners

  • Darren Cooke, Chartered Financial Planner, at Red Circle Financial Planning told Financial Planning Today that the war is not worrying clients

    Planners on the impact of Russia's Ukraine invasion

  • Refugees fleeing Ukraine

    Financial Planners rally to help Ukrainian refugees

  • Newcastle

    Tilney Smith & Williamson doubles Newcastle office

  • Francesca Allard

    Tilney adds UHNW Planner to London team

  • Tilney Smith & Williamson is to rebrand as Evelyn Partners this summer

    Tilney adds ex-Quilter NHS specialist Planner

  • Neil Coxhead

    Tilney S&W hires new CEO for £10bn investment admin arm

  • Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer

    Tilney acquires Scottish Financial Planning firm

  • Tilney website

    Tilney Smith & Williamson AUM falls £1.9bn in Q1

  • HMRC has released the latest figures for inheritance tax

    April IHT receipts rise £10m

  • According to the Financial Planning firm, the rebrand to Evelyn Partners reflects that the business is now ‘one firm with a single purpose’.

    Tilney rebrands as Evelyn Partners

  • Evelyn Partners is the new name for Tilney Smith & Williamson

    Evelyn Partners adds Bracknell Planner from Wesleyan

  • Tilney Smith & Williamson rebranded as Evelyn partners earlier this month.

    Evelyn co-founds accounting and advisory network

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