Andrew Corson Cert

Financial Planner @Evelyn Partners

Edinburgh, GB

At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. I’m proud to champion the UK’s leading integrated wealth management and professional services group, I look to combine wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. My clients can range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. It’s my responsibility to deliver financial planning and wealth management advice. I have my clients that I work with and advice, I\'m a partner to retiring Financial Planners and I support more senior Financial Planners within the business. I must work within the context of an agreed business plan where all advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Overall I aim to be strategically aligned to Evelyn’s company goals/objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market. As a Financial Planner my responsibilities include looking after and supporting individual client needs. To plan, implement and execute the annual Business Plan in line with agreed individual expectations.