Wealth manager and Financial Planner Evelyn Partners has appointed Emma Rivers as a Financial Planner to help support the growth of the firm’s Guildford office.

She has joined from Barclays Wealth Management & Private Bank where she worked as a wealth planner advising high net worth and ultra high net worth clients.

Before that she was advising at Saunderson House (part of Rathbones Group) focusing on clients who were partners of the big four accountancy firms.  

Ms Rivers will be based at Evelyn Partners’ office at Onslow House, in the heart of Guildford, which offers clients a range of financial and professional services including Financial Planning, investment management, and tax advice. 

Ms Rivers said: “Evelyn Partners has a comprehensive offering, and I will have access to a number of specialists which complement my role as a Chartered Financial Planner.”  

Mark Wilkins, managing partner in Evelyn Partners’ Guildford office said: “We are seeing increased demand for our Financial Planning services from across Surrey and Emma is coming on board to help support our ambitious growth plans. She brings valuable industry experience and I’m confident she’ll be a great asset to our team in Guildford.”

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.