Paul Morris has joined Financial Planner and wealth manager Evelyn Partners’ Bristol team as a Financial Planning director.

Mr Morris is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investment, with 25 years of experience in the Financial Planning industry.

He joined Evelyn Partners in June following two and a half years as principal at Somerford Private Wealth.

Previous roles have included working as a client director at wealth management firm Brown Shipley as well as roles at HSBC Private Bank and Barclays Wealth in Jersey.

Amanda Browning, head of financial services at Evelyn Partners in Bristol, said: “Paul has significant experience advising both UK and international clients.

“His appointment comes at an important time for us and is part of our plans to grow our business across the region. Recruiting a proven adviser of Paul’s calibre is a huge boost for the team.”

Mr Morris said: “I couldn’t be happier to have joined Evelyn Partners at such an exciting time, as we move forward with our new brand. I'm hugely impressed by the levels of professional expertise and service within the business.  We have a compelling offering for our clients, and I look forward to contributing to our continued success over the coming years"

Evelyn Partners has recently expanded several of its regional teams.

Earlier this month the wealth manager and Financial Planner acquired Chartered Financial Planning firm Scholes & Brown.  

The Newcastle-based Chartered Financial Planning firm joined under Evelyn’s succession programme.

The acquisition of Scholes & Brown is one of several for Evelyn under its succession scheme so far this year.

The wealth manager and Financial Planner acquired Buckinghamshire-based Financial Planning firm 2hWealthcare under the succession scheme last month.

The succession scheme was launched towards the end of last year.

Other firms to join Evelyn Partners under the succession programme include Glasgow-based Equilibrium Financial Consultancy, Capital Risk Management, and MP2 Financial.

The wealth manager and Financial Planner rebranded to Evelyn Partners from Tilney Smith & Williamson earlier this year.