Evelyn Partners Bristol staff to walk, run, cycle, dance and swim for charity in memory of late colleague

February 29, 2024
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Staff in the Bristol office of wealth management and professional services group Evelyn Partners have launched a charity fundraising challenge in memory of their late colleague and partner Dave Mouncey.

Dave, pictured, a well-known and respected figure in Bristol’s business scene, died suddenly last December aged 63. 

A past chair of professional body the ICAEW in the West of England, Dave was an avid runner and had competed in several of the world’s top marathons, including the so-called Big 6 – London, Berlin, Tokyo, Boston, Chicago and New York.

Evelyn Partners Bristol office staff are now aiming to walk, run, cycle, dance and swim a total of 63,000km in his memory to raise funds for Wallace & Gromit’s Grand Appeal, their chosen charity for this year.

Helen Bassett, the newly-appointed regional managing partner of Evelyn Partners’ Bristol professional services practice, said: “We wanted to celebrate Dave’s inspiringly active zest for life with an office-wide activity challenge.

“Dave’s family were also looking for a charity to support in his memory and we suggested the Grand Appeal, which is our charity of the year.

“Our 63,000km challenge is a fitting way to remember Dave and raise much-needed funds for a great cause.”

The official charity of the Bristol Children’s Hospital, The Grand Appeal is the latest good cause to benefit from the office’s fundraising efforts.

Last year staff raised just under £4,000 for Bristol homelessness charity St Mungo’s with a series of fundraising events including a raffle, table tennis competition and bake sales.

Employees also volunteered more than 130 hours of their time to support the charity, including helping prepare Christmas meals and wrapping presents as well as taking part in homeless street counts and gardening activities.

Evelyn Partners made a financial donation of £900 in recognition of the volunteer hours worked by staff.

Helen added: “I would also like to say a huge thank you to our awesome team in Bristol for their amazing fundraising and volunteering efforts last year in support of St Mungo’s and other great causes.”

In addition, staff in the Bristol office also raised £2,665, during Movember, the men’s health awareness month, which raises funds and awareness of prostate cancer, testicular cancer, and poor mental health among men.

This was matched with a further £2,500 donation from Evelyn Partners, creating a total of £5,165.

Hailing originally from Romford, Dave trained at Arthur Andersen and joined Solomon Hare in Bristol in 1993.

He remained with the firm through its evolution, first as Smith & Williamson and then more recently as Evelyn Partners, serving for several years as a partner in the tax team.

To support the Grand Appeal in Dave Mouncey’s memory go to Evelyn Partners JustGiving page

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.

The firm, formed in June 2022 following the merger of Smith & Williamson with Tilney, has £55.6bn of assets under management, making it the UK’s fifth largest professional services business by fee income.

Bristol is one of 29 towns and cities across the UK where it has a presence.

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