Evelyn Partners appoints Charlotte Platts to lead financial planning in Scotland

Ms Platts will be joining the wealth management group, which oversees £61.8 billion in client assets, in August.

She 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 Ms Platts was head of wealth at Santander UK, overseeing the group’s private banking and branch based financial planning business. She has also held senior roles at HSBC Private Bank and Investec.

Reporting to Emma Sterland, chief financial planning director at Evelyn Partners, Ms Platts will work with managing partners in Scotland, Northern Ireland, and the north of England to drive continued growth in the group’s Aberdeen, Belfast, Edinburgh, Glasgow, Knutsford, Leeds, Liverpool, Manchester and Newcastle offices.

Ms Sterland said: “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.”

Ms Platts 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.”