Evelyn Partners expands northern team

Wealth management firm Evelyn Partners has strengthened its Leeds and Newcastle offices with three new appointments, reinforcing its regional presence and ‘dual expert’ proposition, which integrates financial planning and investment management.

Mark Carter joins the Leeds office as director in financial planning, bringing over 30 years of experience, including five years as financial planning director at aberdeen. 

In Newcastle, Ross Bone has been appointed associate financial planner, following a decade in financial services, most recently at Equilibrium Financial Planning. 

David Smith, managing partner at Evelyn Partners, 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. 

‘Not only can we offer both financial planning and investment management services in-house, with an industry-leading “dual expert” approach that many of our clients – and prospective clients – are finding hugely beneficial. 

“But also, we can do this from regional offices where clients often build rewarding relationships with our professionals who are within reach for personal meetings.” 

Gail Carr also joins the Newcastle office as a director in investment management. 

She spent four years at Rathbones as an investment manager and has 20 years’ industry experience, having previously worked at Brewin Dolphin across portfolio and investment management.

These appointments support Evelyn Partners’ commitment to delivering expert financial services across the North of England.

David Rankin, managing partner at Evelyn Partners, added: “Gail is a key appointment in our drive to build local investment advice capabilities for clients in the North.  

‘Our expansion means we can offer not just top-class portfolio and investment management at a personal level to clients in the region – but also that our investment managers and financial planners can work together in the same regional offices to provide an industry-leading suite of in-house wealth management services.”

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