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Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol team with two financial planning appointments. Adam Deacon joins the business as an experienced Associate Director and Ben Glynn as an Associate Financial Planner.
Evelyn Partners bolsters Bristol team with two financial planning appointments
Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol team with two financial planning appointments. Adam Deacon joins the business as an experienced Associate Director and Ben Glynn as an Associate Financial Planner.
Located at Portwall Place in the heart of the city, Evelyn Partners’ Bristol office provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs.
Adam Deacon has more than 10 years financial planning experience and joins Evelyn Partners from Fidelius Group and Azets Financial Planning where he was a Senior Financial Planner. Prior to that he spent more than three years as a Director of Hodge Bakshi Wealth Management. In his role at Evelyn Partners, he will be responsible for providing bespoke, holistic financial planning advice to a wide range of clients, predominantly business owners and clients of other professional services.
Ben Glynn was previously a Financial Adviser at Hargreaves Lansdown in Bristol where he advised clients on a broad range of financial planning, investment and pension related requirements.
Richard Mikdadi, Managing Partner in Evelyn Partners’ Bristol office commented:
“I’m delighted to welcome Adam and Ben to Evelyn Partners. We are seeing increased demand in our Bristol office for financial planning services and are hiring financial planners at a range of levels to ensure we continue to provide the best possible service to clients. Both appointments bring valuable industry experience and will help support our continued expansion. They will work closely with our colleagues from investment management and professional services in delivering a market leading and joined up approach to managing people’s personal and business financial affairs."
Picture caption: (left to right) Ben Glynn, Richard Mikdadi and Adam Deacon
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com
Disclaimer
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details