Financial Planner and wealth manager Evelyn Partners has recruited Philip Lewis from Fisher Investments UK to take up the newly-created role of head of Financial Planning advice. 

The company says he will oversee all aspects of Financial Planning advice at the firm from “conception and creation to delivery and promotion.”

He will work with the company’s team of 300 Financial Planning professionals and will report to Emma Sterland, Chief Financial Planning Officer at Evelyn Partners.

Mr Lewis spent eight years at Fisher Investments UK, a global wealth manager based in Texas, USA but with a major presence in the UK. He was most recently responsible at Fisher Investment UK for oversight of UK advice and suitability.

Mr Lewis’s new remit will include leading regulatory and operational projects to improve processes, producing strategic plans to drive improvements, delivering training programmes and hosting client events. 

Ms Sterland said: “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.'  

Mr Lewis said: “I’m thrilled to have joined Evelyn Partners. 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.”

Evelyn Partners was created in 2020 when Tilney and Smith & Williamson merged. It has £61.9 billion of assets under management (as at 31 March 2025) and offices in 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. It works with private clients, family trusts and charities, as well as providing investment solutions to intermediaries.