Evelyn Partners, the wealth management and professional services group which looks after £61.8 billion of client assets, is pleased to announce that Charlotte Platts will be joining the business in August as Regional Managing Partner for its Financial Planning business across Northern England, Scotland and Northern Ireland.  

Charlotte has 35 years’ experience in wealth management and joins from Nationwide Building Society where, as Director of Financial Planning, she led a team of 330. Prior to that she was Head of Wealth at Santander UK, overseeing the group’s private banking and branch based financial planning business. Charlotte has also held senior roles at HSBC Private Bank and Investec.  

Reporting to Emma Sterland, Chief Financial Planning Director at Evelyn Partners, Charlotte will work with Managing Partners in the north of England, Scotland and Northern Ireland to drive continued growth in the group’s Aberdeen, Belfast, Edinburgh, Glasgow, Knutsford, Leeds, Liverpool, Manchester and Newcastle offices.  

Emma Sterland, Chief Financial Planning Director at Evelyn Partners commented:

“I’m delighted to welcome Charlotte to Evelyn Partners. Charlotte is a highly experienced wealth management professional who shares our commitment to deliver 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 added:

“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." 

https://www.evelyn.com/