Mark Evans

Mark Evans Email and Phone Number

Shrewsbury, GB
Mark Evans's Location
Shrewsbury, England, United Kingdom, United Kingdom
Mark Evans's Contact Details

Mark Evans personal email

n/a
About Mark Evans

I take time to understand each client; their business, their objectives, priorities and requirements and then provide complex advice in simple to understand language and actually do what I say that I am going to do.

I ensure that their businesses are comprehensively protected against the effects of the death/ critical illness of a key individual so that if things do go wrong their businesses are still able to operate and their families are able to maintain their standard of living.In 2016 I was also rated as The Times Top 250 IFA, an accolade I am particularly proud of.Beaumont Wealth is a financial planning company offering independent, tailored wealth management advice to give clients peace of mind over their financial future. Established in 2000 and with offices in Shropshire and Cheshire, we provide expert advice on investments, pensions, inheritance tax and long term financial planning. Beaumont Wealth We is recognised as a leading local firm and this is reflected in our exceptional client retention rate. ‘Trustworthy’, ‘approachable’ and ‘understanding’ are all words our clients use to describe our advisers’ approach. Our experienced team always goes above and beyond in the work we do to support company directors, business owners and private clients achieve their financial goals. If you would like an informal chat with no obligation, please feel free to connect with me… You can book a call/meeting with me by connecting with me on LinkedIn and sending me a message and/or sending an email to: mark@beaumont-financial.co.uk

Mark Evans's Current Company Details
Beaumont Financial Planners Ltd

Beaumont Financial Planners Ltd

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Director
Shrewsbury, GB
Mark Evans Work Experience Details
  • Beaumont Financial Planners Ltd
    Director
    Beaumont Financial Planners Ltd
    Shrewsbury, Gb
  • Beaumont Financial Planners Ltd
    Director
    Beaumont Financial Planners Ltd Jul 2000 - Present
    Oswestry, Shropshire
    I’ve faced many challenges as Beaumont has grown since being founded in 2000 and have been rewarded with consistent growth in our client-base, boasting a 97% retention rate as of 2015.I help to build long-term relationships with our clients to ensure a positive client experience. I ensure that the company’s team of Independent Financial Advisors are comprehensively skilled to manage their clients’ finances, and this is reflected in our Company Values. My role also involves managing the company’s Admin team, whilst implementing company policies and future strategic planning to ensure we meet regulatory requirements.
  • Beaumont Financial Planners Ltd
    Independent Financial Advisor
    Beaumont Financial Planners Ltd Jul 2000 - Present
    Oswestry, Shropshire
    As an Independent Financial Advisor, I work hard to analyse the needs of my clients and devise proposals best suited to their needs. We schedule regular meetings with clients to monitor their investments and offer on-going advice based on their changing needs.Our priority is to maintain positive client experience to ensure a long-term working relationship.We are the first port of call for clients in dealing with their queries and questions.
  • Beaumont Wealth
    Managing Director
    Beaumont Wealth Jul 2000 - Present
    Provide Independent bespoke advice to people
  • Santander Uk Corporate & Commercial
    Financial Advisor
    Santander Uk Corporate & Commercial Nov 1994 - Jun 2000
    Oswestry
    Provide financial advice to the Bank's clients based in Oswestry and Shrewsbury.
  • General Portfolio Ltd
    Financial Advisor
    General Portfolio Ltd Mar 1993 - Nov 1994
    Chester, United Kingdom
    Acquiring clients and providing financial advice.

Mark Evans Skills

Business Strategy Financial Analysis Financial Services Corporate Finance Financial Planning Portfolio Management Independent Financial Advice Pension Schemes Estate Planning Investment Advisory Services

Mark Evans Education Details

Frequently Asked Questions about Mark Evans

What company does Mark Evans work for?

Mark Evans works for Beaumont Financial Planners Ltd

What is Mark Evans's role at the current company?

Mark Evans's current role is Director.

What is Mark Evans's email address?

Mark Evans's email address is ma****@****r.co.uk

What schools did Mark Evans attend?

Mark Evans attended Chartered Insurance Institute, University Of Brighton, Oswestry School, Chartered Insurance Institute.

What skills is Mark Evans known for?

Mark Evans has skills like Business Strategy, Financial Analysis, Financial Services, Corporate Finance, Financial Planning, Portfolio Management, Independent Financial Advice, Pension Schemes, Estate Planning, Investment Advisory Services.

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