TC Group appoints industry veteran to scale integrated financial planning capability

TC Group, a top 20 UK accountancy and advisory firm has appointed Richard Dawes, industry veteran and former Head of Evelyn Financial Planning, to provide strategic oversight as the firm accelerates the development and scaling of its financial planning offering.

Richard brings over 30 years’ experience in building, scaling and successfully exiting financial planning businesses, with deep expertise across wealth advisory, regulated environments and growth strategy. Working closely with the leadership team, he will deliver high impact transformation and help drive the continued expansion of the firm’s financial planning capability.

For TC Group, financial planning forms a core component of its broader advisory offering, complementing existing services across tax, corporate finance and business advisory. The firm is focused on embedding financial planning more closely into client engagements, in order to support clients through keys stages including growth, transition and long-term wealth planning.

TC Group Chief Operating Officer, Stephen Watts, said: “We’re delighted to have Richard on board; his extensive experience and proven track record in scaling financial planning operations are widely recognised across the profession. Working alongside Simon Perkins, our Head of Financial Planning, Richard will support the next phase of growth while building on the strong foundations already in place”.

Richard Dawes added, “Having spent over three decades building, scaling and exiting financial planning businesses, I’m pleased to be working with a firm that recognises both the commercial opportunity and the importance of delivering advice in the right way. TC Group has strong foundations and a clear ambition to develop it’s high-quality financial planning proposition.”

“It’s also great to be back in a genuinely client-focused financial planning environment, one where advice is driven by long-term relationships and joined-up thinking.”

Simon Perkins, Head of Financial Planning at TC Group, commented “Richard’s appointment is a significant step forward for our financial planning capability. His depth of experience in building and scaling high-performing advice businesses will be invaluable as we continue to evolve our offering.

Having worked in both large and growth-focused environments, Richard brings a practical understanding of how to deliver high-quality, client-centric advice at scale, while maintaining the flexibility and agility that defines our approach. I’m particularly looking forward to working closely with him as we build on our strong foundations, develop our team, and further integrate financial planning into the wider TC Group proposition.”

Dawes continues “As the offering continues to develop, there is a real opportunity to build a high-calibre team around this. For advisers who may have previously worked within more constrained environments, this represents an opportunity to be part of a more agile, advice-led proposition where they can have a meaningful impact on both clients and the direction of the business.”

This investment further advances TC Group’s evolution towards a fully scaled financial planning model, strengthening the foundations for accelerated growth and positioning the Group to unlock broader commercial opportunities across its advisory portfolio.