Evelyn Partners has appointed Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team.
Pearce, a chartered financial planner, joins from Bespoke Wealth, where she was also head of financial planning. Earlier she worked for Tempus Financial Planning and Compass Wealth Management Consultants.
She brings in 13 years’ financial services experience in total, having worked with individual and corporate clients across pensions, protection, investments, tax mitigation, trusts and estate planning.
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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 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.”
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