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Today’s news in brief – 15/5/2024

Evelyn Partners has appointed Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team. Pearce, a chartered financial planner with 13 years of experience in financial services, joins from Bespoke Wealth where she headed financial planning. She has previously worked with Tempus Financial Planning and Compass Wealth Management Consultants. Pearce’s extensive experience spans pensions, protection, and investments. Mark Wilkins, managing partner in Evelyn Partners’ Bournemouth office, welcomed Pearce, emphasising the increasing demand for their services and her valuable addition to the team. Pearce is eager to lead and offer personalised financial solutions to clients.

Mark Holt and Co has appointed Alan Sanders as the new audit client partner. Sanders, with 15 years of experience in audit and assurance services, will lead the firm’s audit and assurance department. He aims to deliver tailored solutions to meet clients’ diverse needs. Sanders expressed excitement about joining a firm known for proactively delivering value-added services and is optimistic about supporting businesses in the evolving assurance market. Neil Huntley, director at Mark Holt and Co, praised Sanders for his expertise and alignment with the company’s values, anticipating his significant contribution to the firm’s growth and success.

Bamburgh Capital has expanded its team with three new associates: Krystel Eastman, John Thornhill, and Rakib Islam, and Alex Wilson as associate director. Wilson, with over 14 years of experience in corporate finance and restructuring, joins from private equity-backed businesses in retail and financial services. He expressed enthusiasm for joining Bamburgh Capital and contributing to its dynamic, collaborative culture. Co-founder Michael Parkinson highlighted the firm’s goal of being a leading adviser to UK SMEs, attributing their profitable 2023 to innovative client outcomes. The new hires aim to build on this success in 2024.

Carpenter Box, a South East accountancy firm, has reported that nine in 10 staff are satisfied with their flexible working environment, introduced post-pandemic. This finding comes from a recent staff survey, which also revealed a 40% year-on-year increase in the firm’s Employee Net Promoter Score. Alan Edwards, managing partner, highlighted improvements in work-life balance and employee satisfaction, with nearly nine in 10 staff feeling proud to work at Carpenter Box. The firm has been expanding, with new offices and larger premises, contributing to positive workplace sentiment and ongoing corporate growth.

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