Ann-Marie Atkins Chartered McSi Fpfs

Ann-Marie Atkins CFP Chartered MCSI FPFS is a highly experienced financial professional currently serving as Managing Partner at Evelyn Partners since June 2022. Prior to this role, Ann-Marie was Managing Partner at Tilney Group from October 2010 to June 2022, focusing on client planning for long-term family futures in the North West region. Ann-Marie has a strong background as a Chartered Financial Planner and Fellow of the CII, emphasizing expertise in high-net-worth individuals, owner managers, and corporate clients, with a specialization in investment/pension planning and inheritance/tax planning. Earlier career highlights include roles as Senior Financial Planner at Lift-Financial Ltd and Senior Broker Consultant at Scottish Widows. Ann-Marie's educational journey includes studies at Runshaw College and Brownedge St Mary’s R.C. High School.