He is the third financial planner to join the office in the past six months, following the appointments of Alex Morton and Nick Parkes, the firm said in a statement.  

He is joining from Brown Shipley where he worked as a financial advisor in the firm’s Nottingham office, supporting clients with financial planning, including advice on investments, pensions, life insurance and inheritance tax planning.

Prior to Brown Shipley, Whatsize was a financial planning manager at Santander, the firm added. 

He will be based at Evelyn Partners’ Nottingham office, which offers clients a range of financial services including investment management, investment advisory and financial planning from highly-qualified experts.

Welcoming him to the firm, Craig Richards, head of Evelyn Partners’ Nottingham office, said: “He joins at an exciting time for our business as we continue with our ambitious strategy of expanding our presence in the East Midlands.”

“His appointment enables us to provide holistic financial planning advice to even more clients,” he added.

Whatsize stressed: “I feel that my previous experience in bank assurance and private banking has allowed me to develop the skills to offer the highest level of service to my clients.”

Evelyn Partners is a UK wealth management and professional services group, created following the merger of Tilney and Smith & Williamson, with £52.7 billion ($61 billion) of assets under management.

Ocorian
moving to a new role within Ocorian where I can continue to support the private client business.”

Ocorian has $260 billion in assets under administration, with a network of offices across the world, including Bermuda, the BVI, Cayman, Guernsey, Hong Kong, Ireland, the Isle of Man, Jersey, Luxembourg, Mauritius, the Netherlands, Singapore, the UAE, the UK, and the USA.