Evelyn adds 2 Planners to Bristol team

Adam Deacon joins Evelyn as an associate director from Fidelius Group and Azets Financial Planning where he was senior Financial Planner.

Mr Deacon will be responsible for providing bespoke, holistic Financial Planning advice to clients including business owners.

Mr Deacon has over 10 years of Financial Planning experience with previous roles including three years as a director of Hodge Bakshi Wealth Management.

Ben Gynn joins Evelyn Partners as an associate Financial Planner from Hargreaves Lansdown where he was a financial adviser working with clients on a range of Financial Planning, investment and pension-related advice areas.

Richard Mikdadi, managing partner at Evelyn Partners’ Bristol office, said: “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.”  

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Evelyn Partners reported a record £1.7bn of gross new money in Q1. 

Chris Woodhouse, group chief executive, said that the firm had seen a “very strong start” to 2023.

While the figures were positive and helped by market improvements, overall assets were down year on year.

Assets under Management and Advice (AuMA) rose £1.4bn to £54.4bn during the quarter (31 December 2022: £53bn) but were down over £1bn year on year from £55.8bn in Q1 2022.

Opening assets for the quarter fell to £53bn (£57.7bn in Q1 2022).

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