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USA Evelyn Partners makes senior appointment in Bristol financial planning team
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Will Thompson as a Financial Planning Director in its Bristol office.
Evelyn Partners makes senior appointment in Bristol financial planning team
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce that it has appointed Will Thompson as a Financial Planning Director in its Bristol office.
Will joins Evelyn Partners from Rathbones where he spent the past three and a half years as a Senior Financial Planner. Prior to that he worked for 11 years at Old Mill where he was Associate Director. Will has experience advising high net worth individuals, families and trustees in a range of planning and tax-based areas.
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.
Richard Mikdadi, Managing Partner in Evelyn Partners’ Bristol office commented: “We are delighted that the Bristol office continues to attract talent of Will’s calibre from the local market. We are confident that his appointment is another boost to an already exceptionally strong financial planning team.”
Will added: “I am thrilled to join the team in Bristol. The breadth of services and expertise here, and the scale of the regional presence, were particularly attractive factors to me in joining Evelyn Partners.”
Picture caption (left to right): Will Thompson and Richard Mikdadi, Evelyn Partners
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