Carl Evans Wealth Management Ltd
Tel: 01993 822334
Mobile: 07967 742868
Carl Evans Wealth Management Ltd helps people and businesses to fulfil their financial aims and aspirations, as well as offering all-important ‘peace of mind’ for the future. They offer a seamless service, professionalism and expertise, covering varying aspects of wealth management, all backed by the successful St. James’s Place Wealth Management Group.
Carl has worked in financial services for 29 years and provides advice to all types of clients, helping them with practical solutions to the financial issues that concern them most. He covers all areas of wealth management including retirement planning, wealth protection, savings and investments. Carl’s aim is to maintain long-term relationships with his clients and to be a trusted adviser as their financial needs evolve over the years.
Carl is a credible and trustworthy Juice member who brings an element of fun to the group. He is very well connected across Oxfordshire, enjoys sport, and is the trusted go-to adviser for many people who are keen to improve their financial situation and make investments for the future.
Carl specialises in providing high-quality personal advice on many aspects of wealth management, advising clients from widely differing financial backgrounds and of all ages. Services include:
- Portfolio management
- Trust and estate planning
- Pensions and pension annuities
- Referral to cash savings
- Referral to specialist banking and savings
- Life assurance
- Health insurance
- Employees benefits
- Specialist insurance
“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 everyday language. And of course, he is backed by the strength of St James Place.”
– Client Adviser, Marsh Ltd
“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, The MGroup
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
Carl Evans Wealth Management Ltd 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.