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Evelyn Partners has announced that Gavin Tansey, founder of Gavin Tansey Financial Services Limited, has joined its Liverpool office.
Tansey has run the Wirral-based financial planning business for over 12 years and has worked as an adviser since 2000.
He specialises in providing bespoke financial services to private clients, medical professionals, company directors and their corporate entities.
Tansey stated that he hoped the move would allow him to “continue providing a professional service to his clients, enhanced by the resources of the broader group”.
Richard Dawes, head of strategic partnerships at Evelyn, said: “I’m delighted that Gavin is joining Evelyn Partners and we look forward to welcoming his clients to the firm.
“This is our eighth deal that sees advisers who have run their own businesses join us since launching the programme in Q4 2021, either ahead of their retirement or because they see the benefits of being part of a group that has invested heavily in technology and has an unrivalled range of bespoke services.”
Jonathan Waddington, regional managing partner at Evelyn, said: “This agreement strengthens our financial planning capabilities in our Liverpool office and also demonstrates our commitment to continue growing in the North region. Gavin has worked hard to build his business over many years and we look forward to working closely with him as he and his clients embark on the next chapter of their growth.”










