Gavin Tansey sells his business to Evelyn Partners

Evelyn Partners, the leading integrated wealth management and professional services group, has acquired Gavin Tansey Financial Services. The owner, experienced financial adviser Gavin Tansey, has joined Evelyn Partners’ Liverpool office.  

Gavin has run his Wirral-based financial planning business for over 12 years and has worked as an adviser since 2000. In joining Evelyn Partners Gavin will be providing a continuing professional service to his clients, enhanced by the resource of the broader group. 

Gavin specialises in providing bespoke financial services to private clients, medical professionals, company directors and their corporate entities. He is pleased to be able to continue to work in partnership with other professional advisers, including solicitors and accountants. 

Richard Dawes, Head of Strategic Partnerships at Evelyn Partners, commented: “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.” 

Jonathan Waddington, Regional Managing Partner at Evelyn Partners, commented: “This agreement strengthens our financial planning capabilities in our Liverpool office and also demonstrates our commitment to continue growing in the North region. Gavin has worked hard to build his business over many years and we look forward to working closely with him as he and his clients embark on the next chapter of their growth.”  

Gavin Tansey added: “I am delighted to have secured the future stability, provided by the resources of Evelyn Partners, for both my existing and prospective clients. I look forward to continuing to provide a personalised, bespoke service to all.’ 

If you are looking to sell your business, find out more about the selling your business to Evelyn Partners(or others) Gunner & Co. can help you.Book a meeting with our MD Louise here

Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales.