Wealth manager and Financial Planner Evelyn Partners has appointed Danielle Pearce as a Financial Planner and leader of its Bournemouth Financial Planning team.

Ms Pearce is a Chartered Financial Planner and joins from Bespoke Wealth where she was head of Financial Planning, leading the business through its start up growth and direct authorisation with the FCA.

Prior roles include Financial Planning positions at Tempus Financial Planning and Compass Wealth Management Consultants.

She has 13 years of financial services experience and provides 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.

Ms Pearce said: “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.” 

Mark Wilkins, managing partner of Evelyn Partners’ Bournemouth office, said Ms Pearce’s appointment was part of an ongoing expansion of its team in the region due to increasing demand for Financial Planning services.

Evelyn Partners is a wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1bn of assets under management (as at 31 December 2023) it is one the largest UK wealth managers and also the seventh largest UK accountancy firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2023).

It has a network of offices across 29 towns and cities in the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.