Trio of appointments strengthen Evelyn Partners’ Bristol financial planning team

November 9, 2023

The financial planning team in wealth management and professional services group Evelyn Partners’ Bristol office has been bolstered with three new appointments.

Bronwen Lancaster joins as a partner, Joy Wisniewski as an associate director of financial planning and Chris Iles as a financial planner.

Bronwen, a Chartered and Certified Financial Planner with 20 years’ experience, arrives 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.

She has also worked as a financial planner at Towry, WH Ireland and Brewin Dolphin.

Joy joins from Hartsfield in Bristol, where she spent nine 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 Australia.

Chris previously worked at 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.

Evelyn Partners Bristol managing partner Richard Mikdadi said the appointments came at an exciting time for the office as it gears up to relocate next year from Portwall Place to the prestigious new EQ development next door.

“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,” he added.

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 a year ago following the merger of Smith & Williamson with Tilney, has £53bn of assets under management, making it the UK’s fifth largest professional services business by fee income.

Bristol is one of 28 towns and cities across the UK where it has a presence.

Pictured, from left: Chris Iles, Richard Mikdadi, Bronwen Lancaster and Joy Wisniewski 

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