The Business Magazine - B2B Business News - Site Logo
The Business Magazine - B2B Business News - Site Logo
The Business Magazine May 2024
Read now
PICK YOUR EDITION

Evelyn Partners bolsters Bristol team with two financial planning appointments

Share
The Business Magazine article image for: Evelyn Partners bolsters Bristol team with two financial planning appointments

Integrated wealth management and professional services group Evelyn Partners 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 ten 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."

Pictured: Ben Glynn, Richard Mikdadi and Adam Deacon of Evelyn Partners 


Peter Davison is deputy editor of The Business Magazine. He has spent his life in journalism – doing work experience in newsrooms in and around Bristol while still at school, and landing his first job on a local newspaper aged 19. By 28 he was the youngest newspaper editor in the country.

An early advocate of online news, he spent the first years of the 2000s telling his bosses that the internet posed both the biggest opportunity and greatest threat to the newspaper industry and the art of journalism. He was right on both counts.

Since 2006 he has enjoyed a career as a freelance journalist. He lives in rural Wiltshire with one wife, two children, and three cats.

Related topics

Related articles

Latest Deal Ticket

view more
Business consultants Magnetic (London)
have been acquired by
Management consultants Newton Europe (Oxford)
May 2024
UNDISCLOSED
Who's behind the deal?

Upcoming events

view more
06
Jun

South Coast Property Awards 2024

Hilton Southampton
Utilita Bowl
More info
12
Jun

Leadership Roundtable: Developing strategies for financial returns over the next decade

Herrington Carmichael, Farnborough Aerospace Centre, GU14 6XR

More info
09
Jul

Leadership Roundtable: Opportunities and challenges in the Care Sector

Herrington Carmichael
Farnborough Aerospace Centre, GU14 6XR
More info
18
Jul

Thames Valley Tech & Innovation Awards 2024

Reading FC Conference & Events
Select Car Leasing Stadium, Reading
More info
23
Jul

Leadership Roundtable: Search Fund Exits & Acquisitions

Shawbrook Bank
9 Appold Street, London EC2A 2AP
More info
26
Sep

Thames Valley Property Awards 2024

Ascot Pavilion
Ascot Racecourse
More info
03
Oct

South Coast Tech & Innovation Awards 2024

Hilton Southampton
Utilita Bowl
More info
07
Nov

Thames Valley Deals Awards 2024

Reading FC Conference & Events
Select Car Leasing Stadium, Reading
More info
21
Nov

Hampshire Business Awards 2024

Farnborough International
Exhibition & Conference Centre
More info

Related articles

Group Companies

Dorset BIZ NewsHampshire BIZ News