Mark Evans
Independent Pension Advice & Wealth Planning
Specialising in pension and investment planning for business owners, company directors and private clients, Mark has now been managing our client portfolios since 2000. He is also a member of the Beaumont Investment Committee.
With a firm belief in treating all customers and colleagues with the utmost respect, Mark has helped our company develop a positive and welcoming environment for all. As a member of the Personal Finance Society, the largest professional body for individual financial advisers, he also helps our team to uphold our strict standards.
Outside of work, Mark enjoys spending time with family and exploring the great outdoors. He is also a real foodie, and as a fan of locally produced food, he knows all the best places to go.
Services
Pensions
We are living longer than our ancestors and want to be able to enjoy a long and happy retirement. Pensions are arguably one of the most useful tools used in financial planning to help us achieve our future.
Checked on
12.03.2024
Later Life Planning
The concept of financial freedom is to achieve your goals and objectives and remove worry around your finances. We work as your partner in helping you to achieve a more stress free lifestyle.
Checked on
12.03.2024
Financial Planning
Financial planning, put simply, is a clearly focussed ongoing plan for managing your finances with sensible decision making. These decisions are centred around your attitudes to expenditure, risk and ambitions for future goals.
Checked on
12.03.2024
Inheritance Tax
Estate planning, or IHT planning, is essential to make sure that your estate passes on to your family, friends and other beneficiaries after your death in the way you have planned and in the most tax-efficient way possible.
Checked on
12.03.2024
Investment Advice
Our philosophy is helping our clients achieve financial freedom, to help free you from financial worries either by providing a one off piece of advice to look at a specific issue or by providing a lifelong ongoing service to put plans in place and keep those plans on track.
Checked on
12.03.2024
Accreditations
Financial Conduct Authority
Checked on
12.03.2024
FCA
Insurances
Liberty
Awaiting Confirmation of PII
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Mark Evans
Adviser contact details
- 01743 297751