Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires

Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol financial planning team by making three experienced appointments. Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.  

Bristol Financial Planning Team
Published: 07 Nov 2023 Updated: 07 Nov 2023

Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires

Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol financial planning team by making three experienced appointments. Bronwen Lancaster joins the team as a Partner, Joy Wisniewski as an Associate Director of Financial Planning and Chris Iles as a Financial Planner.

Evelyn Partners’ Bristol office - which announced in the summer that it had agreed terms to re-locate from its current premises at Portwall Place to the prestigious new EQ development next door - provides a range of services, including financial planning, investment management and tax advice, to help clients manage their personal and business financial affairs. 

Bronwen Lancaster is a Chartered and Certified Financial Planner with 20 years’ experience and joins Evelyn Partners from law firm Irwin Mitchell. She specialises in providing financial advice to individuals in receipt of Personal Injury settlements, their families and their legal representatives; as well as providing expert witness services to support the personal injury litigation process. Prior to Irwin Mitchell, she worked as a financial planner at Towry, WH Ireland and Brewin Dolphin.

Joy Wisniewski joins Evelyn Partners from Hartsfield in Bristol where she spent 9 years and was Head of Hartsfield Planning and a Financial Planner. Prior to that she worked as an Advanced Financial Planner in premium banking in Sydney, Australia.

Chris Iles joins Evelyn Partners from Schroders Personal Wealth in Bristol where he was a Chartered Financial Planner.  Chris helps clients plan for future financial security, build and maintain efficient income strategies and helping families pass on wealth tax-efficiently. 

Richard Mikdadi, Managing Partner in Evelyn Partners’ Bristol office commented:

“I’m very pleased to welcome Bronwen, Joy and Chris to our fast-expanding financial planning team in Bristol. These appointments come at an exciting time for us as we gear up to re-locate to new offices at the EQ development at 111 Victoria Street next year. Bronwen, Joy and Chris all bring considerable financial planning experience and I’m confident they’ll play an important role in the continued growth of our business in the region.”  

Photo caption (l-r): Chris Iles, Richard Mikdadi, Bronwen Lancaster and Joy Wisniewski

About Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).

We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics

For further information please visit: www.evelyn.com

Disclaimer

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. 

Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details