Evelyn acquires Beaconsfield Planner firm
Financial Planner and wealth manager Evelyn Partners has acquired Buckinghamshire-based Financial Planning firm 2hWealthcare.
2hWealthcare specialises in bespoke Financial Planning and investment advice for individuals and corporate clients.
The Beaconsfield-based firm has clients across the Thames Valley.
The firm was founded 20 years ago by managing partner and Financial Planner Steve Wilson.
The 2hWealthcare team, with two Financial Planners and two support staff, will join Evelyn Partners under the firm’s succession scheme.
Mr Wilson said: “I’m delighted to be joining Evelyn Partners – it’s a fantastic move for me and my team and, most importantly, for the clients of 2hWealthcare, who will benefit from the wider experience and more extensive resources now available to them. I have been extremely impressed by the way Evelyn Partners has approached the integration of our businesses and am excited at the potential for the future.”
Evelyn Partners’ succession scheme was launched towards the end of last year and has already seen several advice firm teams join the firm.
Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “I’m delighted to welcome Steve and his team to the group as part of our succession programme. The team have built a great business providing Financial Planning advice to clients across the region. This agreement means that their clients will continue to receive a high-quality, personalised service with the support and resources of the group and ability to access the additional range of expertise we can provide such as investment management and tax advice.
“We are continuing to see considerable interest in our succession programme as advisers approaching retirement look to provide a new home for their staff and clients. With our scheme, clients benefit from the investments we have made in our proposition and technology.”
Other firms to join Evelyn Partners under their succession programme include Glasgow-based Equilibrium Financial Consultancy, and fellow Scottish firms Capital Risk Management, and MP2 Financial.
The wealth manager and Financial Planner rebranded to Evelyn Partners from Tilney Smith & Williamson earlier this year.