Evelyn Partners appoints new Head of Financial Planning Advice
Philip Lewis joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability.
Leading UK wealth manager Evelyn Partners has recruited Philip Lewis to the new position of Head of Financial Planning Advice.
Philip joins from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability. This is a newly created role at Evelyn Partners, in which Philip will oversee all aspects of financial planning advice from conception and creation to delivery and promotion.
His remit will include leading regulatory and operational projects to enhance processes, producing strategic plans to drive improvements, delivering training programmes, and hosting client events.
Emma Sterland, Chief Financial Planning Officer at Evelyn Partners, says:
'I am delighted to welcome Philip to the firm, and we are confident that his extensive experience in the sector and strategic vision will be invaluable as we continue to enhance our financial planning offering.
'Philip will drive forwards our efforts to innovate in wealth management and improve even further our clients’ journeys and outcomes. We are excited about the fresh perspectives and ideas that Philip will bring to our nationwide team of nearly 300 financial planning professionals.'
Philip Lewis adds: ‘I’m thrilled to have joined Evelyn Partners as Head of Financial Planning Advice. With their strong reputation and longstanding commitment to delivering positive client outcomes, it’s an exciting opportunity to contribute to a firm that truly values financial planning excellence.
‘In this role, I look forward to identifying and delivering enhancements to the client experience and the plans we create for them.
‘I’m also looking forward to supporting our talented and growing nationwide team of financial planning professionals as they navigate an ever-evolving landscape to deliver tailored solutions to our clients.’