Evelyn Partners has announced that it has appointed Callum Ogden as a Financial Planner in its Birmingham office.
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth. He has also worked at Simpson Financial Services and Oak Wealth Planning. Prior to that he was in the British Army. As an ex-service person, Callum has an innate understanding of the challenges that military leavers encounter which has commonalities with a professional athlete planning for the end of their sporting career. He is also a semi-professional boxer.
Niraj Vyas, Managing Partner at Evelyn Partners commented: commented: “I am delighted to welcome Callum to Evelyn Partners. Callum brings valuable experience both from working in financial services and serving in the British Army. I look forward to working with Callum as we continue to grow our brand and presence across the Midlands.”
Callum added: “I chose Evelyn Partners because of their ability to assist people across the gamut of financial requirements. My carefully constructed financial plans will be backed up by excellent investment management and the additional benefit of the accountancy and wider professional services within the same business means clients can benefit from a properly holistic offering. This hopefully will give them peace of mind about the likelihood of achieving their goals and objectives.”
