Evelyn Partners, a distinguished wealth management and professional services group, is pleased to announce the appointment of Charlotte Platts as the managing partner for its financial planning business in northern England, Scotland, and Northern Ireland. With an impressive career spanning 35 years in the wealth management industry, Charlotte Platts is poised to bring her extensive experience to her new role at Evelyn Partners.
Prior to joining Evelyn Partners, Charlotte Platts served as the director of financial planning at Newcastle Building Society, where she led a team of 330 professionals. Before her tenure at Newcastle Building Society, she held the position of head of wealth at Santander UK, showcasing her expertise in the financial planning sector.
In her new capacity, Charlotte Platts will report to Emma Sterland, the chief financial planning director at Evelyn Partners. Her primary focus will be on driving growth in the group’s offices in Aberdeen, Belfast, Edinburgh, Glasgow, Knutsford, Leeds, Liverpool, Manchester, and Newcastle. By leveraging her leadership skills and industry insights, she aims to further strengthen Evelyn Partners’ presence in the aforementioned regions.
Emma Sterland expressed her enthusiasm about the latest addition to the team, stating, “I am delighted to welcome Charlotte to Evelyn Partners. Charlotte is a highly experienced wealth management professional who shares our commitment to delivering high-quality financial planning services to our clients. Charlotte’s extensive experience in growing and leading teams at large firms will be invaluable as we continue with our ambitious plans to expand our presence in the north of England, Scotland, and Northern Ireland.”
Charlotte Platts also expressed her excitement about joining Evelyn Partners during this pivotal moment, remarking, “I am delighted to be joining Evelyn Partners at this exciting stage and am very much looking forward to the opportunities that lie ahead. In particular a return to a focus both on wealth management and the north region where I hope I can bring my knowledge and experience to help develop an already successful business for the benefit of our clients and colleagues.”
The addition of Charlotte Platts to the leadership team at Evelyn Partners signifies the company’s commitment to strengthening its foothold in the financial planning sector across northern England, Scotland, and Northern Ireland. With her wealth of experience and strategic vision, she is poised to play a pivotal role in driving the organization’s growth and delivering exceptional financial planning services to clients.
For more information about Evelyn Partners and its services, please visit their official website.