Evelyn Partners has made three new hires across its Leeds and Newcastle offices.
Mark Carter has joined the Leeds office as a director in financial planning, Ross Bone (pictured left) has joined the Newcastle office as associate financial planner, and Gail Carr (pictured right) has been added to the investment management team in Newcastle.
Carter has more than 30 years’ experience in financial services, with the plast 10 as a senior wealth manager, and joins from aberdeen where he worked for five years, most recently as financial planning director.
Bone has 10 years’ experience in financial services and joins from Equilibrium Financial Planning where he worked for five years.
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Carr joins as a director from Rathbones where she worked for four years as an investment manager. She has 20 years’ experience in the industry having previously worked at Brewin Dolphin.
The firm said the new hires support its ‘dual expert’ proposition, where clients are offered both financial planning and investment management services in-house, where suitable.
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Managing partner David Smith said: “Evelyn Partners is delighted to welcome Mark and Ross, not just because they will bring some great experience and capabilities to our Leeds and Newcastle financial planning teams but also because they fortify our already-significant regional presence in the North of England.”
David Rankin, managing partner, added: “Gail is a key appointment in our drive to build local investment advice capabilities for clients in the North.”
