Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.

He joins from Nottingham-based Fiscal Engineers where he spent seven years as a Financial Planner.

Before joining Fiscal Engineers in 2016, Mr Moat was a Paraplanner at Wren Sterling.

He started his career in investment services with Garrison Investment Analysis and Charles Stanley.

He is a Certified Financial Planner and also holds a Diploma in Financial Planning from the Chartered Insurance Institute. He specialises in working with businesses owners at the point of sale and senior executives.

He said: “I am hugely excited to be joining Evelyn Partners.  I was really impressed with the quality of the wealth management team in Nottingham and the focus on providing the highest level of service to clients.  I can’t wait to get started and add value to an already top-class team.” 

Mr Moat’s appointment comes as part of Evelyn Partners’ expansion in the East Midlands.

Lee MacDonald, Financial Planning director at Evelyn Partners, said: “We are delighted that the Nottingham office continues to attract talent of Andy’s calibre. We are confident that his appointment is another boost to an already exceptionally strong Financial Planning team and will help us grow our brand and presence in the East Midlands.”

Evelyn Partners was created following the merger of Tilney and Smith & Williamson in 2020 and has approximately £55.4bn of assets under management. It has offices in 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.