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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, 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
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
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.
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