Ann-Marie Atkins

Ann-Marie Atkins is Managing Partner of Financial Planning at Evelyn Partners (formerly Tilney), based in the North West of England. She became the firm's first female Managing Partner in 2016, and holds the CFP, Chartered MCSI, FPFS and STEP Advanced Certificate in Advising Family Business designations. She began her career in administration, progressed through paraplanning and broker consultant roles before commencing face-to-face advice in 2007, achieving Chartered, Certified and Fellow status through self-funded study.

Atkins specialises in tax strategy and wealth planning for complex families and entrepreneurs, working with clients holding assets typically between £10 million and £500 million. She won the Financial Adviser of the Year – North of England award at the inaugural Women in Financial Advice Awards in 2018, and subsequently served as Head of Entrepreneurs at Evelyn Partners.