Evelyn Partners has announced today that it has appointed Philip Lewis to the new position of Head of Financial Planning Advice.
Philip joins Evelyn from Fisher Investments UK where he spent eight years, most recently with oversight of UK Advice and Suitability. This is a newly created role at Evelyn Partners, in which Philip will oversee all aspects of financial planning advice from conception and creation to delivery and promotion.
His remit will include leading regulatory and operational projects to enhance processes, producing strategic plans to drive improvements, delivering training programmes, and hosting client events.
Emma Sterland, Chief Financial Planning Officer at Evelyn Partners, says:
‘I am delighted to welcome Philip to the firm, and we are confident that his extensive experience in the sector and strategic vision will be invaluable as we continue to enhance our financial planning offering.
‘Philip will drive forwards our efforts to innovate in wealth management and improve even further our clients’ journeys and outcomes. We are excited about the fresh perspectives and ideas that Philip will bring to our nationwide team of nearly 300 financial planning professionals.’
Philip Lewis adds: ‘I’m thrilled to have joined Evelyn Partners as Head of Financial Planning Advice. With their strong reputation and longstanding commitment to delivering positive client outcomes, it’s an exciting opportunity to contribute to a firm that truly values financial planning excellence.
‘In this role, I look forward to identifying and delivering enhancements to the client experience and the plans we create for them.
‘I’m also looking forward to supporting our talented and growing nationwide team of financial planning professionals as they navigate an ever-evolving landscape to deliver tailored solutions to our clients.’
About Evelyn Partners
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £61.9 billion of assets under management (as at 31 March 2025), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite executives and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
