A Senior Partner Practice of St. James's Place Wealth Management

Carl Evans Wealth Management Ltd

Carl Evans

DipPFS
I have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business.

About

With the hectic lifestyles experienced today, we understand that very few people have the time or indeed the inclination to manage their financial affairs effectively. That’s hardly surprising as the financial world we live in is complex and fast-changing.

However, at one time or another most of us will need to seek financial advice. At Carl Evans Wealth Management Ltd we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all-important ‘peace of mind’ for the future.

We offer a seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management.
Carl Evans

St. James's Place Wealth Management, WMB House, Burford Road, Minster Lovell, Witney, Oxon, OX29 0RU

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Carl has been an exceptional financial adviser for me over the past 4 years. I hope to continue this fruitful relationship. I would thoroughly recommend him as a highly reliable and professional adviser,with strong personal integrity.
Lynn McBain | 4th April 2011
I am pleased to recommend Carl to our clients and contacts as he is both knowledgeable and clearly looks for his clients' best interest first and foremost. With the backing of St. James's Place we have confidence that the right advice will be given. We have worked with Carl for a number of years so our experience is also long standing and consistent.
Peter Hellawell | 28th February 2011
I'd like to thank Carl and his team for the marvellous amount of time and effort they have spent in helping my mother sort out her finances for a worry free retirement. The practical advice has always been in very clear terms and of excellent value. I have no hesitation in recommending Carl.
Tricia Hughes | 2nd March 2011
I've known Carl for 5 years and I'm grateful to him for arranging my mortgage and investments. Carl has that gift of explaining complex contracts in every day language. And of course, he is backed by the strength of St. James's Place.
Nick Mallery | 28th February 2011
Your home may be repossessed if you do not keep up repayments on your mortgage.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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.

Carl Evans Wealth Management Ltd is registered in England and Wales, Number 6878614. Registered Office: WMB House, Burford Road, Minster Lovell, Witney, Oxon, OX29 0RU.
Carl Evans
Carl Evans Wealth Management Ltd