Wealth manager appoints new team leader

Wealth management and professional services group Evelyn Partners has appointed 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, said: “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.”