Thursday, September 22, 2022
HomeFinancial PlanningChartered Wealth Supervisor joins Evelyn Bristol group

Chartered Wealth Supervisor joins Evelyn Bristol group



Paul Morris has joined Monetary Planner and wealth supervisor Evelyn Companions’ Bristol group as a Monetary Planning director.

Mr Morris is a Chartered Wealth Supervisor and Chartered Fellow of the Chartered Institute for Securities and Funding, with 25 years of expertise within the Monetary Planning business.

He joined Evelyn Companions in June following two and a half years as principal at Somerford Personal Wealth.

Earlier roles have included working as a consumer director at wealth administration agency Brown Shipley in addition to roles at HSBC Personal Financial institution and Barclays Wealth in Jersey.

Amanda Browning, head of economic companies at Evelyn Companions in Bristol, stated: “Paul has important expertise advising each UK and worldwide shoppers.

“His appointment comes at an vital time for us and is a part of our plans to develop our enterprise throughout the area. Recruiting a confirmed adviser of Paul’s calibre is a big increase for the group.”

Mr Morris stated: “I couldn’t be happier to have joined Evelyn Companions at such an thrilling time, as we transfer ahead with our new model. I am massively impressed by the degrees {of professional} experience and repair throughout the enterprise.  We now have a compelling providing for our shoppers, and I stay up for contributing to our continued success over the approaching years”

Evelyn Companions has not too long ago expanded a number of of its regional groups.

Earlier this month the wealth supervisor and Monetary Planner acquired Chartered Monetary Planning agency Scholes & Brown.  

The Newcastle-based Chartered Monetary Planning agency joined beneath Evelyn’s succession programme.

The acquisition of Scholes & Brown is one among a number of for Evelyn beneath its succession scheme to date this yr.

The wealth supervisor and Monetary Planner acquired Buckinghamshire-based Monetary Planning agency 2hWealthcare beneath the succession scheme final month.

The succession scheme was launched in direction of the top of final yr.

Different companies to affix Evelyn Companions beneath the succession programme embrace Glasgow-based Equilibrium Monetary Consultancy, Capital Danger Administration, and MP2 Monetary.

The wealth supervisor and Monetary Planner rebranded to Evelyn Companions from Tilney Smith & Williamson earlier this yr.




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