Evelyn Partners announces today the appointment of a Partner in financial planning at its Glasgow office.
David Little joins the leading UK wealth management firm, which also has offices in Edinburgh and Aberdeen, from 7IM Private Client, where he worked for more than three years, most recently as Senior Financial Planning Director.
David is a highly qualified and experienced Chartered Financial Planner and a Fellow of the Personal Finance Society. His recruitment strengthens Evelyn Partners’ capability to provide combined and personalised financial planning and investment services to clients in and around Glasgow, and across Scotland.
Managing Partner Stephen Parker says: “We are delighted to welcome David to Evelyn Partners.
“David brings a wealth of experience built over 25 years in the sector and shares our commitment to deliver high quality financial planning services to our clients. His strategic thinking will be invaluable as we continue with our ambitious plans to further grow our Scottish business.”
David adds: “I am absolutely thrilled to be joining Evelyn Partners, a firm with such a strong reputation for excellence. It’s an exciting time to come on board, as the firm refocuses solely on wealth management, and I’m looking forward to contributing to the continued growth and success of the business.
“I take pride and satisfaction in turning clients’ often complex financial arrangements and objectives into efficient and effective plans. I also look forward to working closely with investment managers where that benefits the client, as this is a particular strength of Evelyn Partners, where full-time practitioners in both investment management and financial planning sit side-by-side.”
ENDS
About Evelyn Partners
We are a leading wealth management group, created by the merger of Tilney and Smith & Williamson in 2020. With £63.0 billion of assets under management (as at 31 December 2024) we are one the largest UK wealth managers. Our purpose is ‘to place the power of good advice into more hands’.
We have a network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, supporting private clients, charities, family trusts and providing investment solutions to financial intermediaries. Our clients include entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise includes both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we provide an online investment platform and coaching service for self-directed investors.
For further information please visit: www.evelyn.com
