Wealth management group Evelyn Partners has announced that Callan Anderson, the founder and owner of financial planning firm Equilibrium Financial Consultancy, will be joining its Glasgow office.
Callan, who has run Glasgow-based Equilibrium for the past 18 years and is a Chartered financial planner, joins as part of Evelyn's succession programme.
The scheme gives financial advisers approaching retirement an opportunity to migrate their clients to a long-term home.
Paul Frame, regional managing partner for Scotland and Northern Ireland at Evelyn Partners, commented: “Following our recent re-brand to Evelyn Partners, this agreement demonstrates our commitment to continue growing our advice business in Scotland, while at the same providing Callan’s clients with the assurance that they will continue to receive a personalised service from our team for many years to come.”
Callan added: “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,” he added.
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 wealth management and professional services group created from the merger of Tilney and Smith & Williamson has roots in Scotland dating back to the foundation of Smith & Williamson in Glasgow in 1881. Today, it operates from offices in Glasgow, Edinburgh and Aberdeen.
With £55.8bn of assets under management at the end of March, it ranks as the second largest UK wealth manager measured by earnings and the sixth largest professional services firm ranked by fee income.
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