An Associate Partner Practice of St. James's Place Wealth Management

Evelyn Evans Wealth Management

Evelyn Evans

DipPFS
I have over 30 years of experience in the financial industry and specialise in providing high quality advice in all aspects of financial planning to benefit individuals and their family’s future.

About

Based in Hereford, I provide wealth management advice to clients both within the City, and more widely throughout the south east of England.

I have worked in the financial services industry for over 30 years and as a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these are personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

I like to focus on developing long term relationships with clients and treating them as individuals, which means I can tailor unique solutions for their futures. I believe in old style values and having lived and worked in Hereford all of my life I feel this enables me to understand and empathise with local community needs.

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

Outside of my business, I am a keen dancer in salsa and recently learning ballroom.

Charity is also important to me and I regularly give donations to the NSPCC. I am pleased, therefore, that I can support the charitable arm of St. James's Place Wealth Management St. James's Place Charitable Foundation on a regular basis.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.