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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, 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.”
Evelyn Partners was created in 2020 through the merger of Tilney and Smith & Williamson. With £63.0 billion of assets under management (as at 31 December 2024), we are one of the largest UK wealth managers ranked by client assets.
Through an extensive network of offices across 25 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands, we support private clients, family trusts and charities, as well as provide investment solutions to financial intermediaries. Our diverse client base includes entrepreneurs, C-suite senior managers and partners of professional firms.
Our expertise span both award-winning financial planning and investment management, enabling us to offer clients a truly holistic dual expert wealth management service. Through Bestinvest, we also provide an online investment platform and coaching service, for self-directed investors, consistent with our purpose of ‘placing the power of good advice into more hands’.
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
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