Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner Nick Hathaway to its Birmingham office. 

He joins from Birmgingham-based Jerroms Financial Planning where he has worked since 2018.

Mr Hathaway started his financial services career in investment management with EFG Harris Allday before a transition to Financial Planning.

He received the “Most Meritorious” award from the Birmingham Insurance Institute for completion of the Diploma in 2020 and Advanced Diploma in 2022, of which there is only one recipient each year. 

At Jerroms his areas of specialism were retirement planning and NHS pension work with senior clinicians. 

He will help facilitate the growth of Evelyn’s Birmingham office as the business sees a growing demand for its expertise across the West Midlands.  

Niraj Vyas, managing partner at Evelyn Partners’ Birmingham office, said: “As demand for our services continues to grow, Nick is a welcome high-quality addition to the team who shares our values and commitment to providing clients with an exceptional and attentive experience.” 

Mr Hathaway said: “It’s very exciting to have joined such a well-regarded organisation, where colleagues collaborate across all disciplines – Financial Planning, investment management and professional services.

“I look forward to being part of the business during such a dynamic period of growth and activity.” 

Evelyn Partners was created following the merger of wealth managers Tilney and Smith & Williamson in 2020. It has £53bn in assets under management and offices in 28 towns and cities in the UK, the Republic of Ireland and the Channel Islands. It provides a range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.