Evelyn Partners appoints new financial planning director

Evelyn Partners is strengthening its presence in the South of England with the appointment of a new financial planning director. Matt Dickens will be a key member of the financial planning team, working predominantly from Evelyn Partners’ Bournemouth and Southampton offices. Joining after more than a decade at The Ingenious Group, most recently as senior business development director, he brings extensive experience in both financial planning and investment management, with key strengths in enterprise investment schemes, venture capital trust and business property relief solutions. Dickens' focus will be helping private individuals to achieve their personal financial goals, in particular around mitigating inheritance tax, capital gains tax deferral, utilising income tax reliefs and passing on family money to those that matter the most. As part of Evelyn Partners’ ‘dual expert’ approach, where clients have the option of being supported by both a financial planner and investment manager, he will work closely with the firm’s investment managers to provide a holistic wealth management service. Prior to Ingenious, he also held portfolio management positions at Close Wealth Management and Fisher Wealth Management. Mark Wilkins, managing partner for Evelyn Partners in Bournemouth, said: “During this ongoing period of economic and market uncertainty, the need for high-quality financial advice has never been more important. Against this backdrop, it is very reassuring to attract financial planners of Matt’s calibre to Evelyn Partners. “Matt has a wealth of experience and will be well-placed to work alongside our financial planners, investment managers and tax teams in enabling clients throughout the South to organise their financial affairs and benefit from an investment and tax strategy tailored to their objectives. I am delighted to welcome him on board as we continue to grow and expand the team.” Regarding his appointment Dickens said: “I’m thrilled to be joining Evelyn Partners as it consolidates its position as the number-one integrated wealth management and professional services group in the UK. “Coming from a role where I have spent considerable time discussing technical financial planning matters with advisers and accountants alike, I hope to be able to use this experience to deliver better outcomes for both individual and corporate clients in and around the Bournemouth and Southampton areas.”

Evelyn Partners appoints new financial planning director

Matt Dickens will work closely with the firm’s investment managers to provide a holistic wealth management service

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