People Moves

Who’s Moving Where In Wealth Management? – Evelyn Partners

Editorial Staff 16 May 2024

Who’s Moving Where In Wealth Management? – Evelyn Partners

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

Evelyn Partners
UK-based wealth management and professional services group, Evelyn Partners, has appointed Danielle Pearce as a financial planner to lead its Bournemouth financial planning team.

Pearce, who has 13 years’ financial services experience, advises individual and corporate clients in several areas including pensions, protection and investments, along with more specialist fields such as tax mitigation, trusts and estate planning, the firm said in a statement.

“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,” Mark Wilkins, managing partner in Evelyn Partners’ Bournemouth office said.

Pearce was previously head of financial planning at Bespoke Wealth where she led the business through its startup growth and direct authorisation with the FCA. Prior to that, she worked for Tempus Financial Planning and Compass Wealth Management Consultants. Pearce is a Chartered Financial Planner.

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