Evelyn Partners, the national wealth management and professional services group, has made a number of promotions across its professional services teams in Bristol.
Those moving up include Rebecca Foley and Stephen Greenaway, who become directors in the business tax team and Paul Stagg, who is now a director in its corporate finance team. 
Other promotions include Dominic Gibbs, who has been made an associate director in the business outsourcing services team, while Lauren A’lee and Claire Andrews have become senior managers in pension audit services and outsourcing services respectively.
Rebecca Foley is an experienced tax specialist who advises businesses on tax compliance and planning, including matters such as group reorganisations, transactions and transfer pricing.
Stephen Greenaway has 14 years’ experience advising on all types of employment tax issues and equity-based employee incentive arrangements, while Paul Stagg specialises in mergers and acquisitions, fundraising, private equity and strategic advice for family-owned and entrepreneurial businesses.
Dominic Gibbs 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. 
Assistant manager promotions 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).
Helen Bassett, managing partner of Evelyn Partners’ Bristol professional services practice, pictured above, said: “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.”
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 was formed just under two years ago following the merger of Smith & Williamson with Tilney.
With assets under management of £59.1bn, it is one the largest UK wealth managers and is also the UK’s seventh largest accountancy firm ranked by fee income.
Pictured below: Some of Evelyn Partners’ newly promoted staff in Bristol. From left: Lauren A’lee, Paul Stagg, Rebecca Foley, Stephen Greenaway and Claire Andrews
