Who we are
Mark Evans – Financial Adviser
Mark has worked in financial services since 1993 and became an Independent Financial Adviser in 2000. He holds the Dip PFS qualification as well as all CF exams and other advanced qualifications.
Working closely with local accountants, Mark holds regular seminars on various topics, most recently inheritance Tax Planning.
In 2007 Mark came third place at the Financial Adviser Sales Awards, in the category of Best Sales Professional.
To contact Mark please click here.
Claire Jones – Office Manager
Clarie has worked in financial services for over 10 years she joined Mark Evans in 2003.
Claire is responsible for the overall running of the office. She has a vast experience in client services which enables her to deal with client enquires and help the smooth process of the applications.
To contact Claire please click here .
Henrietta McKnight – Paraplanner
Henrietta has worked in financial services for 6 years and joined Mark Evans in 2006.
She holds a full financial planning certificate and works closely with Claire to provide an excellent support system for Mark.
To contact Henrietta please click here.
Nicola Evans – Administrator
Nicola is our new arrival to the team.
She will be working alongside Claire and Henrietta providing additional office support due to the expansion of the company.
To contact Nicola please click here.
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