Wirral-based Gavin Tansey Financial Services has joined the Liverpool office of wealth management and professional services group Evelyn Partners via its adviser succession programme.
Gavin Tansey has run the financial planning business for over 12 years and has worked as an adviser since 2000. In joining Evelyn Partners, Tansey will continue to serve his clients.
Richard Dawes, head of strategic partnerships at Evelyn Partners, said: “I’m delighted that Gavin is joining Evelyn Partners and we look forward to welcoming his clients to firm.
“This is our eighth deal that sees advisers who have run their own businesses join us since launching the programme in Q4 2021, either ahead of their retirement or because they see the benefits of being part of a group that has invested heavily in technology and has an unrivalled range of bespoke services.
“At Evelyn Partners, Gavin will be able to continue to deliver excellent advice to his clients over the coming years but with the support of a well-resourced platform and a first-class investment management proposition.”
This deal is Evelyn’s eighth since the programme was launched in 2021. The other seven include Scholes & Brown, 2hWealthcare, Equilibrium Financial Consultancy, Explore Wealth Management, FP Solutions, Capital Risk Management and MP2 Financial.
