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