Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office. 

Mr Uglow joins Evelyn from Cavendish Medical, which provides Financial Planning for medical professionals.

He has worked in the financial services sector for more than 15 years and has a broad range of experience providing traditional advice services as well developing specialisms in planning with the NHS pension and for individual recipients of personal injury settlements.

He holds the advanced diploma in Financial Planning with the Chartered Insurance Institute (CII) and is an associate member of the Personal Finance Society.

He will be based in Evelyn Partners’ Exeter office at Sterling Court in the heart of the city which offers clients across the West Country Financial Planning and investment management services.

Mr Uglow said: “The firm provides me with the perfect platform to combine the skills and specialisms that I have developed throughout my career.”

Mark Wilkins, managing partner in Evelyn Partners’ Exeter office said: “Mr Uglow brings particular experience and expertise providing financial advice to recipients of personal injury settlements and planning in relation to the NHS pension scheme. I know he’ll be instrumental in helping us continue to grow our presence in the west country.” 

Evelyn Partners is a wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1bn of assets under management (as at 31 December 2023) it is one the largest UK wealth managers and also the seventh largest UK accountancy firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2023).

It has a network of offices across 29 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.