People: Evelyn Partners; Azets
Wealth management and professional services group Evelyn Partners has appointed a new financial planner in Nottingham.
Sam Whatsize has joined the firm’s office in the city as part of its continued expansion in the East Midlands. He is the third financial planner to join the office in the past six months, following the appointments of Alex Morton and Nick Parkes.
Whatsize joins the firm from Brown Shipley and previously worked for Santander.
Craig Richards, head of Evelyn Partners’ Nottingham office, said: “I am delighted to welcome Sam to the growing team in our Nottingham office. Sam joins at an exciting time for our business as we continue with our ambitious strategy of expanding our presence in the East Midlands. I’m confident that Sam’s experience and expertise will be instrumental to our growth plans. His appointment enables us to provide holistic financial planning advice to even more clients.”
Whatsize said: “I am incredibly exited to join Evelyn Partners at a stage where they are showing vast sustainable growth. I have been working hard developing my skills over the past several years in the financial services industry and joining Evelyn Partners will help me continue along this path. I feel that my previous experience in bank assurance and private banking has allowed me to develop the skills to offer the highest level of service to my clients.”
He added: “I look forward to working with the various specialists within the company to ensure my clients receive the best wealth management advice, helping them to achieve their goals.”
Accountancy and business advisory firm Azets has boosted its Midlands team with several senior hires and a raft of promotions.
David Saunders, Ben Sheldon and Francesca Hutcheson have been made partners in the firm, while Matt Walker joins as private client senior manager.
Sarah Connolly and Benjamin Barnett have been promoted to associate director, with Matthew Allen making the step up to senior manager.
(L-R): Paul Clifford, Ben Sheldon & David Saunders
Joel Fentem has taken on the role of senior manager in Azets’ audit team, while Jaden Reynolds has been promoted to manager within the firm’s forensic accountancy team.
The news follows the announcement of a national recruitment drive which will see Azets create 900 new roles across the UK in the next 12 months.
Paul Clifford, regional CEO at Azets UK, said: “We are actively recruiting at all levels, with our investment in hybrid working creating more opportunities for existing staff and removing traditional barriers around location and flexibility.
“As well as this, we truly recognise the importance in harnessing and growing talent from within the business, and these promotions are proof of this. Each promotion is incredibly well deserved and we look forward to maintaining and growing our team, in line with our strategic plan.”
The firm has said it expects to hire up to 400 graduates and school leavers in September 2023 as part of a plan to increase its revenue by 50% in the next five years through organic and acquisitive growth.
