Laurence Evans
BA (Hons) FPFS, Fellow of the Personal Finance Society
I became a Senior Partner Practice of St. James's Place in January 2009 and now have over 29 years of experience dealing with corporate and private clients.
I became a Fellow of the Personal Finance Society in February 2021.
About
I began my career as a graduate trainee at a large Independent Financial Advisers. I continued my wealth management career at a global Swiss and then French bank before moving to work at a small boutique money manager, run by a US billionaire. I have always dealt with private clients and private companies on all aspects of wealth management.
Whilst my Practice deals with all aspects of finance and wealth management, I have continued to build my specialist areas of Personal Estate Planning, together with Lifestyle Investment Planning. As well as my portfolio of personal clients, I also work with business owners who appreciate the benefit and importance of financial planning which integrates their personal and corporate requirements.
Other specialities of the practice are within the increasingly complex field of inheritance tax planning, residential and access to commercial mortgages*, project and structured finance.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
*Commercial mortgages involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
