People Moves

Evelyn Partners bolsters Cambridge financial planning team

Glennon has nearly 17 years’ experience advising clients across the range of financial planning needs, including wealth accumulation towards retirement and estate planning

Evelyn Partners has appointed Catherine Glennon to the firm’s Cambridge office, continuing its expansion in the East of England.

Glennon is a financial planner with expertise working with family law solicitors and supporting clients who need financial planning advice as a result of a divorce.

She joins from Tees Financial, the independent financial adviser arm of regional law firm Tees.

Overall, Glennon has nearly 17 years’ experience advising clients across the range of financial planning needs, including wealth accumulation towards retirement and estate planning.

Nick Geere, managing partner in Evelyn Partners’ financial planning division, said: “It’s with great pleasure that we welcome Catherine to Evelyn Partners, and specifically to the Cambridge office which now comprises 16 staff, all of whom are client-facing.

“Catherine will help us to forge ahead under the Evelyn Partners banner to meet the growing demand in the East of England for our expertise and services.”

Glennon added: “Clients and their extended families are at the core of the holistic financial planning service that I provide. The professional support and infrastructure available to me within the team at Evelyn Partners will further enhance the high levels of service and expertise that I pride myself on.

“With the extensive investment proposition offered by Evelyn Partners, I believe that I can offer progressive, all-encompassing financial advice and support to clients moving forwards, and this was key in my decision to join the Cambridge team.”

Show More
Back to top button
[class^="wpforms-"]
[class^="wpforms-"]