Moat joining Evelyn Partners in Nottingham is part of the firm’s strategy to continue expanding in the East Midlands.
He worked most recently at Fiscal Engineers where he spent seven years and was a financial planner.
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In addition, he specialises in working with business owners at the point of sale and has a passion to deliver the highest standards when working with clients.
Lee MacDonald, financial planning director at Evelyn Partners commented: “We are delighted that the Nottingham office continues to attract talent of Andy’s calibre. We are confident that his appointment is another boost to an already exceptionally strong financial planning team and will help us grow our brand and presence in the East Midlands.”
Moat added: “I am hugely excited to be joining Evelyn Partners. I was really impressed with the quality of the wealth management team in Nottingham and the focus on providing the highest level of service to clients. I can’t wait to get started and add value to an already top-class team.”
In August, Evelyn Partners reported that it successfully acquired Dart Capital, a City of London-based boutique wealth manager after receiving regulatory approval.
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By GlobalDataDart Capital is an accredited business that was founded in 1987 and offers individualised advice and discretionary investment management services to a select group of clients, including partners of top law and accounting firms, senior executives, entrepreneurs, and retirees.
Furthermore, it has a team of 19 employees and £750m in assets under management.
Most recently, Thatcham Research, a provider of automotive risk data, has signed up for Evelyn Partners Moneyhealth, the company’s employee financial wellbeing programme.
By utilising Evelyn Partners Moneyhealth, Thatcham Research’s 259 employees will have access to a modern digital platform with integrated financial coaching from seasoned professionals.
