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Evelyn Partners has recently appointed Ciara Oliver as a financial planner in its London team as part of the firm’s continued expansion.
Starting her career at UBS Wealth Management and then Killik and Co, Oliver has nearly a decade of experience working with HNW and UHNW clients.
She specialises in working with individuals and families to understand their current financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these.
Her expertise includes lifetime cash flow planning, tax-efficient investing, financial protection, pensions, retirement planning and succession planning.
Leon Buckley, managing partner in Evelyn Partners’ London office, said: “I’m delighted to welcome Ciara to Evelyn Partners to help support the continued expansion of our London financial planning team. Ciara has a considerable amount of experience gained at a number of leading firms which will help us continue to grow our presence in the market.”
Regarding her appointment, Oliver said: “What attracted me to Evelyn Partners was that the focus on the needs of clients is at the core of the business. With the firm offering a wide array of specialisms to give all types of clients the best service possible, I am very much looking forward to becoming part of the business.”
