Carl Evans Email & Phone Number

I have worked in financial services for 30 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investments. More details are available on my website at www.carlevans-sjp.co.ukAs a Senior Partner Practice of St. James’s Place Wealth Management based in Witney, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.My experience to date.Banking experience with Barclays (1991-1996)Financial Adviser with Barclays (1996-2001)St. James's Place (2001 - to date)Specialties: Tax efficient investingThe 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. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 14/10/2023

Listed skills include Financial Planning, Wealth Management, Investments, Inheritance Tax Planning, and 20 others.