Wealth supervisor and Monetary Planner Evelyn Companions has appointed Charlotte Platts to drive Monetary Planning development for the agency in Northern England, Scotland and Northern Eire.
She’s going to be a part of the enterprise in August from Nationwide Constructing Society the place she was director of Monetary Planning main a crew of 330.
She’s going to grow to be regional managing companion for Evelyn’s Monetary Planning enterprise and be charged with driving development within the group’s Aberdeen, Belfast, Edinburgh, Glasgow, Knutsford, Leeds, Liverpool, Manchester and Newcastle workplaces.
Ms Platts has 35 years’ expertise in wealth administration. She was previously being head of wealth at Santander UK, the place she oversaw the group’s non-public banking and department primarily based Monetary Planning enterprise. She has additionally held senior roles at HSBC Non-public Financial institution and Investec.
In her new position she’s going to report back to Emma Sterland, chief Monetary Planning director at Evelyn Companions.
Ms Sterland mentioned: “Charlotte’s in depth expertise in rising and main groups at giant corporations will likely be invaluable as we proceed with our formidable plans to broaden our presence within the north of England, Scotland and Northern Eire.”
Ms Platts mentioned: “I’m very a lot trying ahead to the alternatives that lie forward. Specifically a return to a spotlight each on wealth administration and the North area the place I hope I can deliver my data and expertise to assist develop the enterprise for the advantage of our shoppers and colleagues.”
Evelyn Companions is a wealth administration {and professional} providers group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1bn of belongings below administration (as at 31 December 2023) it’s one the most important UK wealth managers and in addition the seventh largest UK accountancy agency ranked by charge earnings (supply: Accountancy Age 50+50 rankings, 2023).
It has a community of workplaces throughout 29 cities and cities within the UK, in addition to the Republic of Eire and the Channel Islands. Via its working corporations, the Group gives monetary {and professional} providers to people, household trusts, skilled intermediaries, charities and companies.
