Wealth manager Evelyn Partners has appointed Paul Morris as director of financial planning within its Bristol-based financial services team.
Morris spent the last two years as principal at Somerford Private Wealth. He brings 25 years of UK and international experience to the firm, which includes spells as a private wealth manager with HSBC and Barclays Wealth and a period as a client director at Brown Shipley.
Amanda Browning, head of financial services at Evelyn Partners, 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.”
Speaking about his new role, 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.”
