Wealth management firm unveils senior appointments

Wealth management firm Evelyn Partners has announced several promotions across its professional services teams in Bristol.

People moving up include Rebecca Foley and Stephen Greenaway who both become directors in Evelyn Partners’ business tax team.

Rebecca is an experienced tax specialist who advises businesses on tax compliance and planning, including matters such as group reorganisations, transactions and transfer pricing. Stephen has 14 years’ experience advising on all types of employment tax issues and equity-based employee incentive arrangements.

Also celebrating promotion is Paul Stagg who becomes a director in Evelyn Partners’ corporate finance team. Paul specialises in mergers and acquisitions, fundraising, private equity and strategic advice for family-owned and entrepreneurial businesses.

Others promoted include Dominic Gibbs who is now an associate director in Evelyn Partners’ business outsourcing services team in Bristol. Dominic is currently on a year’s secondment in New York with CliftonLarsonAllen (CLA) through the international network CLA Global, which was co-founded by Evelyn Partners.

Colleague Lauren A’lee has been promoted to senior manager in Evelyn Partners’ business outsourcing services team, while Claire Andrews becomes a senior manager in the pension audit services depart

Those promoted to assistant manager in the Bristol office include Matt Baker (business tax), Jamie Hawkins (business outsourcing), Nicky Hooper (restructuring and recovery services), MJ Oosthuizen (pension audit), Luke Weatherstone (business tax), Robyn Williams (audit), Tom Wood (business outsourcing), Serena Robertson (assurance technical and training), and Cade Gillingham and Natasha Bodnieks (both private client tax services).

“Massive congratulations to all of our regional promotees,” said Helen Bassett, managing partner of Evelyn Partners’ Bristol professional services practice.

“These promotions are a chance to celebrate the hard work each individual has put into self-development, our Bristol team development and the high standards of client care delivered to our clients in the region. They have each truly embodied our Evelyn values in every way.

“I am very proud and inspired to be celebrating these incredible career milestones with my colleagues. We’ve had a record number of spring promotions, which is a sign of the exciting local growth we are seeing across our professional services team. As a people-driven business, this growth can only be made possible by our amazing people.”