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The Business Magazine May 2024
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New hire to lead Evelyn Partners’ financial planning team in Bournemouth

The Business Magazine article image for: New hire to lead Evelyn Partners’ financial planning team in Bournemouth
Danielle Pearce, head of financial planning at Evelyn Partners' Bournemouth office
16 May 2024
Danielle Pearce, head of financial planning at Evelyn Partners' Bournemouth office

Wealth management and professional services group Evelyn Partners has appointed Danielle Pearce as a financial planner and leader of its Bournemouth financial planning team.

With 13 years’ financial services experience, Danielle provides holistic advice to both individual and corporate clients across areas including pensions, protection and investments, along with more specialist areas such as tax mitigation, trusts and estate planning.

She’s a chartered financial planner and joins Evelyn Partners from Bespoke Wealth, where she led the business through its startup growth and direct authorisation with the FCA as head of financial planning.

Prior to that, Danielle worked for Tempus Financial Planning and Compass Wealth Management Consultants.

She’ll be based at Evelyn Partners’ office at Midland House in Poole Road, Bournemouth, home to a team of financial planners and investment management professionals.

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’re 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.”

Danielle added: “In an ever-changing economic and legislative landscape, customer needs are evolving, so it’s increasingly important to offer personalised solutions and high calibre expertise that can continue to meet their goals.

“I’m 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’m looking forward to leading the financial planning team in Bournemouth to put the power of good advice into more hands.” 


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Born and raised in Berkshire, Dan fell into journalism after completing his bachelor’s degree in English at UCL.

Writing for The Business Magazine and local Biz News sites has given him the opportunity to chat with all manner of small business owners and share their success stories with a wider audience.

Outside of work, Dan enjoys live music, board games and quiz shows, and is making a slow but persistent effort to learn Spanish.

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