Evelyn Partners adds to London financial planning team

Wealth management firm Evelyn Partners is adding to its growing nationwide force of nearly 300 financial planners with the appointment of Mimi Corden-Lloyd to the London team.

Bạn đang xem: Evelyn Partners adds to London financial planning team

Corden-Lloyd (pictured) joins as associate director from her previous role at Coutts private bank and will work from the firm’s Gresham Street offices as part of the 65-strong financial planning team in the capital.

Xem thêm : We’re in our mid-30s with a $6 million net worth and we are overspending on our budget – what can we cut back on?

She spent more than two years at Coutts, where she was most recently associate director in the sports, media and entertainment wealth management team.

Evelyn Partners’ chief financial planning director Emma Sterland said: ‘With Mimi’s experience as a private banker and wealth manager specialising in sport and media clients, we are delighted to add her expertise in bespoke financial planning to benefit Evelyn Partners’ diverse clientele.

‘As Evelyn Partners evolves into a pure-play wealth management firm, Mimi’s appointment and several others in the pipeline attest to our renewed focus on developing the firm’s substantial financial planning and investment management teams. Those teams are working more closely together than ever to provide an unrivalled in-house and nationwide “dual expert” service for many of our clients.’

Xem thêm : How to Set Realistic New Year’s Resolutions About Money

Corden-Lloyd added: “I am thrilled to join Evelyn Partners, a firm with an outstanding reputation for delivering client-centric financial advice and innovative wealth management solutions. My passion for service excellence drives me to provide every client not only with high-quality financial advice but also with a personalised experience, including detailed modelling and highly bespoke recommendations.

“Evelyn Partners’ commitment to integrity, innovation, and professionalism resonates deeply with my own values, and I am excited to contribute to the firm’s legacy of trust and success.”

She has run competitively since the age of nine, and competes regularly at national and international levels, and was recently selected to represent Great Britain at the European Champion Clubs Cup in Portugal.