Evelyn Partners, the leading wealth management and professional services group, has appointed Rachel Bleakley as an associate director in its Birmingham financial planning team.
Before joining Evelyn Partners, Bleakley (pictured) was a wealth planner at Succession Wealth. She has also worked for Fisher Investments and Chase de Vere Medical. Her primary focus at Evelyn Partners will be to help female business owners, entrepreneurs and executives with their retirement planning and general wealth management.
She will be based at Evelyn Partners’ Birmingham office at 103 Colmore Row. The group supports clients with both their personal financial affairs and their business interests. Evelyn Partners’ personal wealth management services include financial planning, investment management and personal tax advice, while for businesses it provides assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring and transaction services.
Niraj Vyas, managing partner at Evelyn Partners said: “I’m delighted to welcome Rachel to our growing team of high-quality financial planners across the Midlands. She brings with her a unique set of skills, which I have no doubt will add significant value to our clients and key strategic partners alike. Her passion and commitment towards supporting female entrepreneurs in particular will undoubtedly allow us to better serve this important segment of the market.”
Bleakley added: “I’m really excited to be joining the Birmingham financial planning team at Evelyn Partners. I was attracted to Evelyn Partners, not only because of the depth and breadth of the proposition but also because of its positive one team culture. I look forward to working with my new colleagues to provide individuals, particularly female businesswomen, with high quality financial advice.”
