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Evelyn Partners has announced the appointment of Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team.
Pearce is a chartered financial planner and joins from Bespoke Wealth where she was the head of financial planning.
Prior to that, she worked for Tempus Financial Planning and Compass Wealth Management Consultants.
She has 13 years financial services experience across a number of areas including pensions, protection and investments.
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.”
Pearce 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.”
