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Evelyn Partners, the integrated wealth management and professional services firm, has appointed Nick Hathaway to the role of financial planner at its Birmingham office.
Hathaway, a chartered financial planner, joins from Jerroms Financial Planning, where he has worked since 2018. His areas of expertise there included working with senior clinicians on NHS pensions and retirement planning.
He began his career in financial services in investment management with EFG Harris Allday before switching to financial planning.
He was also given the Birmingham Insurance Institute’s “Most Meritorious” award for completing both the Diploma and Advanced Diploma programmes in 2020 and 2022, of which there is only one recipient each year.
Hathaway is hired to help facilitate the growth of the Birmingham office as the firm continues to build its brand across the West Midlands.
Hathaway said: “It’s very exciting to have joined such a prestigious and well-regarded organisation, where colleagues collaborate across all disciplines – financial planning, investment management and professional services. The positive impact the unique Evelyn Partners proposition can have for clients is unrivalled and I look forward to being part of the business during such a dynamic period of growth and activity.”
Niraj Vyas, managing partner at Evelyn Partners’ Birmingham office, added: “We’re delighted that Nick has chosen to join Evelyn Partners, especially at a particularly exciting time for our business in the Midlands. As demand for our services continues to grow, Nick is a welcome high-quality addition to the team who shares our values and commitment to providing clients with an exceptional and attentive experience.”
