Tilney Smith & Williamson bolsters business outsourcing team

By Nicky Godding

27 May 2022

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Wealth management company Tilney Smith & Williamson, which is re-branding to Evelyn Partners this summer, has strengthened its business outsourcing services team in Bristol following a unique partnership with financial software company LucaNet.

Tilney Smith & Williamson recently launched its Smart Financials service which enables businesses to automate group financial reporting using the LucaNet performance management software, which overlays existing group accounting platforms and links them into one user interface.

Tilney Smith & Williamson – which is the first UK accountancy practice to partner with LucaNet – has appointed Rhys Prior to manage the delivery of the Smart Financials service together with Robert Marx, who has been promoted to the position of assistant manager. Both Rhys and Rob have years of experience between them advising clients on accounting software solutions as well as providing outsourced accounting support to businesses, from early stage to global groups.

Tilney Smith & Williamson has also appointed data analyst Noel George who joins the firm from Novia Global. His role will involve the technical software intricacies of mapping group data and linking client accounting platforms to the LucaNet software. Noel's arrival grows the Smart Financials client delivery team to five people in total.

Partner Helen Bassett, who leads Tilney Smith & Williamson’s business outsourcing services team in Bristol, said: “We’re delighted to announce that Robert and Rhys have been given expanded roles within the firm and will be managing the delivery of the Smart Financials using LucaNet service. As a firm we want to innovate and offer the best tech-enabled solutions to our clients and bringing the new data analyst role into a traditional accounting team is bringing our vision to life.

“We’re really pleased to welcome Noel to the team and wish him every success in his new position as we roll out our new automated group reporting service to medium-sized and highly acquisitive corporate groups.”

By Nicky Godding

Nicky Godding is editor of The Business Magazine. Before her journalism career, she worked mainly in public relations moving into writing when she was invited to launch Retail Watch, a publication covering retail and real estate across Europe.

After some years of constant travelling, she tucked away her passport and concentrated on business writing, co-founding a successful regional business magazine. She has interviewed some of the UK’s most successful entrepreneurs who have built multi-million-pound businesses and reported on many science and technology firsts.

She reports on the region’s thriving business economy from start-ups, family businesses and multi-million-pound corporations, to the professionals that support their growth and the institutions that educate the next generation of business leaders.