Andy Stevenson joins Mercer Jelf Financial Planning as the South of the UK's Regional Leader. The addition boosts the firm's profile in the region and aims at further accelerating its growth, following the recent acquisition of Bluefin.
Prior to joining Mercer Jelf Financial Planning*, Andy Stevenson worked at Chase de Vere where he was a Senior Manager for more than three years. Previously he worked at the Nationwide Building Society as a Senior Financial Service Consultant, at the Private Clients arm of Barclays, as a Regional Sales Manager for OffShore Islands, and at the Bank of Scotland, as a Director of Relationship Management.
Earlier in his career, Stevenson worked at, among others, BOSIS, HSBC, HBOS and Prudential Assurance, where he started his career in 1991.
Stevenson joins the firm as Regional Leader, operating out its Bath office. In the new role, to which he brings more than 24 years of experience across the financial services sector, he takes responsibility for the growth of the firm’s presence across the South of the UK.
Grant Hughes, Head of Financial Planning at Mercer Jelf Financial Planning says that he is “really pleased” that Stevenson has joined the consulting firm as part of its wider expansion in the UK. Adding, “We are always keen to attract top talent and as a Chartered Wealth Manager himself, he will strengthen further an already strong leadership team. It’s an exciting time with the industry undergoing revolutionary changes, but this further demonstrates our commitment to support both businesses and their employees with all aspects of financial planning.”
Stevenson says that he is “delighted” to be joining the team. Adding, “I look forward to working alongside Grant and such a dynamic team supporting our clients and their employees with all aspects of financial planning as well as our traditional Private Clients. I’m really excited that the Mercer group continues to expand and to be part of the team able to lead and shape the business changes as we seek to become the chosen provider of advisory excellence.”
* Mercer Jelf Financial Planning was created following the integration of Jelf Group's financial planning operations, carved-out out of Marsh, into sister company Mercer. The firm recently added additional capacity to the unit with the acquisition of Bluefin.