Evelyn appoints Monetary Planning director for South



Monetary Planner and wealth supervisor Evelyn Companions has appointed Matt Dickens as Monetary Planning director for the South of England. 

He joins Evelyn after greater than a decade at The Ingenious Group, most just lately as senior enterprise growth director.

He’s an skilled Monetary Planner and funding supervisor who has held portfolio administration positions at Shut Wealth Administration and Fisher Wealth Administration. 

Mr Dickens will concentrate on mitigating inheritance tax, capital good points tax deferral, utilising revenue tax reliefs and passing on household cash, working carefully with the agency’s funding managers to offer a holistic wealth administration service.

He’ll work predominantly from the agency’s Bournemouth and Southampton workplaces.

Mark Wilkins, managing accomplice for Evelyn Companions in Bournemouth, stated: “Throughout this ongoing interval of financial and market uncertainty, the necessity for high-quality monetary recommendation has by no means been extra essential. Matt has a wealth of expertise and might be well-placed to work alongside our Monetary Planners, funding managers and tax groups.”

Matt Dickens stated: “Coming from a job the place I’ve spent appreciable time discussing technical Monetary Planning issues with advisers and accountants alike, I hope to have the ability to use this expertise to ship higher outcomes for purchasers within the Bournemouth and Southampton areas.” 

In latest months Evelyn has been busy snapping up rival companies. In December it acquired Bucks-based Harwood Hutton, a agency of accountants, tax advisers and enterprise specialists for an undisclosed quantity.

In November Evelyn Companions acquired Creaseys Group, which operates from Tunbridge Wells. Earlier than that, in February it acquired Leathers LLP which operates from workplaces in Newcastle and Harrogate, and in April it acquired Cambridge-based agency Ashcroft Partnership LLP.

Evelyn Companions additionally accomplished a transaction with KPMG UK which noticed a number one worldwide disputes group be a part of its Forensic Providers apply.   

In November The agency reported 6.9% 12 months on 12 months rise in Property Beneath Administration and Recommendation (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn). 


 

 



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