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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, 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
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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