Wealth management and Financial Planning firm Evelyn Partners has boosted its Bristol Financial Planning team by making three experienced appointments.

Bronwen Lancaster has joined as a partner, Joy Wisniewski as an associate director of Financial Planning and Chris Iles as a Financial Planner. 

Bronwen Lancaster is a Chartered and Certified Financial Planner with 20 years’ experience and has joined Evelyn Partners from law firm Irwin Mitchell.

She specialises in providing financial advice to people who have received personal injury settlements. Before Irwin Mitchell, she worked as a financial planner at Towry, WH Ireland and Brewin Dolphin.

Joy Wisniewski has joined from Hartsfield in Bristol where she spent nine years as a Financial Planner. Before that she worked as an Advanced Financial Planner in premium banking in Sydney, Australia.

Chris Iles has joined from Schroders Personal Wealth in Bristol where he was a Chartered Financial Planner. He 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 at Evelyn Partners’ Bristol office said: “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.” 

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. 

Evelyn Partners has been continuing a busy time of acquisitions in recent years.

Earlier this month it acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.

In February it acquired Leathers LLP which operates from offices in Newcastle and Harrogate, and in April it acquired Cambridge-based firm the Ashcroft Partnership LLP. 

Evelyn Partners was created following the merger of Tilney and Smith & Williamson in 2020 and has approximately £55.4bn of assets under management. It has offices in 28 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands.

The firm reported 6.9% year on year rise in Assets Under Management and Advice (AuMA) to £55.6bn for its Q3 (Q3 2022: £52bn).