Evelyn Partners adds 2 senior Planners
Evelyn Partners has added two senior Financial Planners to its Birmingham and Bristol offices.
Will Thompson has joined the Bristol office where he will be Financial Planning director.
He joins from Rathbones where he spent the past three years as a senior Financial Planner.
Previous roles include 11 years at Old Mill where he was associate director.
He specialises in advising high net worth individuals, families and trustees on a range of planning and tax-based areas.
Mr Thompson said: “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.”
Callum Ogden has joined Evelyn Partners’ Birmingham office as a Financial Planner.
He joins from Schroders Personal Wealth where he was a personal wealth adviser.
Previous roles include Simpson Financial Services and Oak Wealth Planning.
Previous to joining the Financial Planning profession in 2017, Mr Ogden was in the British Army. He is also a semi-professional boxer.
Mr Ogden said: “I chose Evelyn Partners because of their ability to assist people across the gamut of financial requirements.
"My carefully constructed financial plans will be backed up by excellent investment management and the additional benefit of the accountancy and wider professional services within the same business means clients can benefit from a properly holistic offering. This hopefully will give them peace of mind about the likelihood of achieving their goals and objectives.”