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Owner of Equilibrium to join Evelyn Partners at Glasgow office

The succession programme gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition

Evelyn Partners has announced that Callan Anderson, the founder and owner of boutique financial planning business Equilibrium Financial Consultancy, will be joining the firm’s Glasgow office. 

It is reported that Anderson, who has run his Glasgow-based boutique firm for the past 18 years and is a chartered financial planner, joins Evelyn Partners as part of its succession programme. 

The scheme is said to give financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition. 

Evelyn Partners’ team in Scotland was recently boosted by 10 joiners in Edinburgh from firms Capital Risk Management and MP2 Financial under the succession scheme. The group has deep roots in Scotland dating back to the foundation of Smith and Williamson in Glasgow in 1881. 

Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “Our succession programme has generated a great deal of interest since its launch in late 2021 and I am delighted that Callan is joining us in our Glasgow office as part of it. Callan has an established business working with clients in Scotland and the wider UK. 

“This agreement means they will continue to receive a high-quality, personalised service while also benefiting from the investments we have made in the proposition and our technology. Evelyn Partners’ presence in 26 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, will allow him to offer his clients a more localised service, no matter where they are based.”  

Anderson said: “The cornerstone to my business has for the past 18 years been built around putting my clients first and to recognise the responsibility of looking after what is invariably their life savings.  The sheer volume of regulation that has weighed upon small firms during this time is forcing vast numbers to consolidate with bigger, better resourced partners. 

“As I move to join Evelyn Partners, I take great comfort in the fact that this follows the same path of doing my very best for my clients and without compromise. Like me, Evelyn Partners strives to do the very best for its clients as formally recognised by the string of leading industry awards that the business has won in recent years.”

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