Accountancy & Banking

New hire to lead Evelyn Partners’ financial planning team in Bournemouth

By Daniel Face [email protected]

Published: May 15, 2024 | Updated: 15th May 2024

Wealth management and professional services group Evelyn Partners has appointed Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team.

With 13 years’ financial services experience, Danielle provides holistic advice to both individual and corporate clients across areas including pensions, protection and investments, along with more specialist areas such as tax mitigation, trusts and estate planning.

She’s a chartered financial planner and joins Evelyn Partners from Bespoke Wealth, where she led the business through its startup growth and direct authorisation with the FCA as head of financial planning.

Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.

She’ll be based at Evelyn Partners’ office at Midland House in Poole Road, Bournemouth, home to a team of financial planners and investment management professionals.

Mark Wilkins, managing partner at the firm’s 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’re 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’s increasingly important to offer personalised solutions and high calibre expertise that can continue to meet their goals.

“I’m 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’m looking forward to leading the financial planning team in Bournemouth to put the power of good advice into more hands.”

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