Stephen Parker

Managing Partner, Financial Planning (Scotland) @Evelyn Partners

Glasgow, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Managing Partner, Financial Planning (Scotland) @Evelyn Partners

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Edinburgh, GB

Evelyn Partners is the new brand for Tilney Smith and Williamson and we continue to be a leading UK wide wealth management group with a 180-year history. Our clients are private investors, charities and businesses which we support from our regional offices across the UK. The group comprises Financial Planning, Investment Management, Professional Services and our online platform, Bestinvest. We are entrusted with looking after >£56 billion of assets by our ever growing client base. We support our clients with a comprehensive range of award winning services including discretionary investment management, investment advice and financial planning. The group is owned by staff, Permira and Warburg Pincus funds. I am Managing Partner in the Financial Planning business with responsibility for providing a 1st class service to our existing clients, leading our team of Chartered Financial Planers in Scotland, attracting new clients and professional introducers to the group and developing the external profile of the business.

SKILLS

InvestmentsInheritance Tax PlanningWealthMergers & AcquisitionsAsset ManagementInvestment AdvisoryTrustsAsset AllocationMutual FundsPrivate BankingCorporate FinanceFinancial AdvisoryFinancial PlannersWealth AccumulationProtectionPension FundsWealth ManagementTaxWealth Management ServicesInvestment ManagementRelationship ManagementRetirement PlanningStrategic PlanningHigh Net Worth IndividualsBusiness PlanningPortfolio ManagementFinancePensionsSippRetirementStrategic Financial PlanningEstate PlanningFundingFinancial ServicesProtection Planning/Family SecurityIncome ProtectionInvestment StrategiesAlternative InvestmentsFinancial PlanningMortgage Lending

ABOUT STEPHEN PARKER

I am a Chartered Financial Planner and Managing Partner for the Evelyn Partners Financial…

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Stephen Parker — Managing Partner, Financial Planning (Scotland) at Evelyn Partners in Glasgow, GB | Unifers