Evelyn Partners Targets East Of England

Amanda Cheesley

11 July 2022

Wealth management firm has appointed Catherine Glennon as a financial planner in its Cambridge financial planning team.

Glennon is joining the firm from Tees Financial, the independent financial advisor arm of regional law firm Tees, the firm said. She is a financial planner with expertise of working with family law solicitors and supporting clients who need financial planning advice as a result of a divorce, the firm added.

Glennon has nearly 17 years’ experience advising clients across the range of financial planning needs, including wealth accumulation for retirement and estate planning.

Welcoming her to the firm, Nick Geere, managing partner in Evelyn Partners’ financial planning division, said: “Under the old Tilney Smith & Williamson brand this team became established as a leading provider in the region of a broad range of financial planning and investment management services.”

“She will help us to forge ahead under the Evelyn Partners banner to meet the growing demand in the East of England for our expertise and services,” he added.

“With the extensive investment proposition offered by Evelyn Partners, I believe that I can offer progressive, all-encompassing financial advice and support to clients moving forwards, and this was key in my decision to join the Cambridge team,” Glennon said.

The wealth manager has £55.8 billion ($66.8 billion) of assets under management, as of 31 March, ranking it as the second largest UK wealth manager measured by EBITDA.