Buckinghamshire's 2hWealthcare team joins Evelyn Partners

Evelyn Partners, have secured the services of 2hWealthcare financial advisers.

Steve Wilson, Managing Partner and founder of Buckinghamshire-based 2hWealthcare, joins Evelyn Partners as part of a four-strong team. The deal was completed through the group’s succession programme.

The scheme, launched by Evelyn Partners in late 2021, gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition. 

Based in Beaconsfield, 2hWealthcare was established more than 20 years ago, and provides, bespoke financial planning and investment advice. As part of the agreement, Steve, a fellow financial planner and two support staff will join Evelyn Partners. 

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Evelyn Partners have assets of £52.7 billion under their management (as at 30 June 2022), making the firm the second largest UK wealth manager (as measured by EBITDA).

Richard Dawes, Head of Strategic Partnerships at Evelyn Partners commented: “I’m delighted to welcome Steve and his team to the group as part of our succession programme. The team have built a great business providing financial planning advice to clients across the region.

"This agreement means that their clients will continue to receive a high-quality, personalised service with the support and resources of the group and ability to access the additional range of expertise we can provide such as investment management and tax advice.

“We are continuing to see considerable interest in our succession programme as advisers approaching retirement look to provide a new home for their staff and clients.

"With our scheme, clients benefit from the investments we have made in our proposition and technology.”

Steve Wilson added: “I’m delighted to be joining Evelyn Partners – it’s a fantastic move for me and my team and, most importantly, for the clients of 2hWealthcare, who will benefit from the wider experience and more extensive resources now available to them.  I have been extremely impressed by the way Evelyn Partners has approached the integration of our businesses and am excited at the potential for the future.”

Evelyn Partners also announced the appointment of Austin Flood as a financial planner in the firm’s Guildford office. The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.

Austin joins Evelyn Partners from Bespoke Independent Financial Advisers where he has spent the past four years. Financial Adviser Austin will be based at Evelyn Partners’ Onslow House office in the heart of Guildford.

Lee Matthews, Managing Partner in Evelyn Partners’ Guildford office said: “We are continuing to see an increase in demand for financial planning and investment management in Guildford and we are hiring talented and experienced financial planners to service our existing and future clients.

"We are looking forward to Austin joining us and helping clients achieve their financial ambitions. He has considerable experience in tax and investment planning for high net worth individuals and I believe he will be a great asset for our team.”

Austin added: “I am incredibly grateful to be joining the team at Evelyn Partners. Having spent the past few years developing my skills as an adviser, I feel this move is a wonderful opportunity and an exciting new challenge. I can’t wait to start working closely with the team, building lasting relationships and helping clients achieve their retirement goals.” 

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