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USA Evelyn Partners bolsters Bournemouth financial planning team with experienced appointment
Evelyn Partners, the wealth management and professional services group, is pleased to announce the appointment of Danielle Pearce as a Financial Planner and leader of its Bournemouth financial planning team.
Evelyn Partners bolsters Bournemouth financial planning team with experienced appointment
Evelyn Partners, the wealth management and professional services group, is pleased to announce the appointment of Danielle Pearce as a Financial Planner and leader of its Bournemouth financial planning team.
Danielle has 13 years financial services experience and provides high quality, holistic, advice to both individual and corporate clients across a number of areas including pensions, protection and investments, along with more specialist areas such as tax mitigation, trusts and estate planning. Danielle is a Chartered Financial Planner and she joins Evelyn Partners from Bespoke Wealth where she was the Head of Financial Planning, leading the business through its startup growth and direct authorisation with the FCA. Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.
Danielle will be based at Evelyn Partners’ office at Midland House in Poole Road, Bournemouth which is home to a team of expert financial planners and investment management professionals who help clients make the most of their finances.
Mark Wilkins, Managing Partner in Evelyn Partners’ Bournemouth office commented: “I’m delighted to welcome Danielle on board to lead our Bournemouth financial planning team and help support the ongoing expansion of the office. We are continuing to see increasing demand for our financial planning services from clients across the region and Danielle’s experience and expertise will be a valuable addition to our team.”
Danielle added: “In an ever-changing economic and legislative landscape, customer needs are evolving, so it is increasingly important to offer personalised solutions and high calibre expertise that can continue to meet their goals. I am confident that Evelyn Partners is the right place for me to deliver this to clients and I’m thrilled to have joined the number-one integrated wealth management and professional services group in the UK. I am looking forward to leading the financial planning team in Bournemouth to put the power of good advice into more hands.”
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com
Disclaimer
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Limited and any subsidiary of Evelyn Partners Limited from time to time. Further details about the Group are available at: https://www.evelyn.com/legal-compliance-regulatory/registered-details