Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

She has joined from Succession Wealth where she was a wealth Planner.

She has also worked for Fisher Investments and Chase de Vere Medical. Ms Bleakley’s focus at Evelyn Partners will be to help female business owners, entrepreneurs and executives with their retirement planning and general wealth management.

She will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row.  

Niraj Vyas, managing partner at Evelyn Partners said: “Rachel brings with her a unique set of skills, which I have no doubt will add value to our clients and key strategic partners. Her passion and commitment towards supporting female entrepreneurs in particular will allow us to better serve this important segment of the market.”

Ms Bleakley said: “I was attracted to Evelyn Partners because of its positive one team culture. I look forward to working with my new colleagues to provide individuals, particularly businesswomen, with financial advice.” 

Evelyn Partners is a wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1bn of assets under management (as at 31 December 2023) it is one the largest UK wealth managers and also the seventh largest UK accountancy firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2023).

Last month it said said its AUM had climbed to a record £62.2bn, up 13.3% compared to a year previously and up 5.2% since the end of 2023.

It has a network of offices across 29 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

It has been on the expansion trail in 2024 acquiring three offices and 150 staff from Northern accountancy firm Haines Watts in August.

It appointed Charlotte Platts as regional Financial Planning head for Northern England, Scotland and Northern Ireland in July after adding new Financial Planner Emma Rivers to its Surrey office.

In June it added Chartered Financial Planner George Uglow to its Exeter office and in May Financial Planner Danielle Pearce joined its Bournemouth office.

It appointed Chartered Financial Planner Mickey Armstrong as a Financial Planner in its Knutsford, Cheshire office in March.

In February it recruited Certified Financial Planner Reinoud Noorduijn for its Guildford office and hired Declan Kirby as a Chartered Financial Planner for its Birmingham office.

In January it appointed Matt Dickens as Financial Planning director for the South of England.