The firm has recruited Michael Rees-Evans to help drive the continued development of the wealth advisory team.
Mr Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck’s future capabilities in financial project management.
William Buck’s head of wealth advisory Scott Girdlestone said the appointment was a “logical next step” for both the firm and Mr Rees-Evans, given the same shared philosophy of supporting clients and a key focus on holistic financial advice management.
“With his background in management consulting together with a passion for continuous improvement, Michael will bring energy and different strategic thinking to our business,” Mr Girdlestone said.
“To deliver what’s important to the client from a non-financial perspective, you need to employ a range of strategies such as maximising after-tax cashflow, structuring of assets to ensure efficient ownership, wealth accumulation strategies and asset protection.
“It’s not easy and requires highly skilled individuals. Michael shares our all-inclusive view on financial management which is a rare find.”
Mr Evans complimented William Buck’s “immensely talented team” and said the move to the firm will allow him to focus on his passions of educating and mentoring.
“I’m excited to immerse myself in the business and work with their advisors to help these high performers reach their full potential.”