EVANS HART - Key Persons
Adrian commenced his career in financial services in 1986, becoming an Independent Financial Adviser in 1995. He works from the Bookham office where he has been based since 1999.
With over 30 years' experience in financial services, Jackie is responsible for the management of the business and administration in Bookham and works with her team to ensure the advisers and clients receive the highest quality service.
Away from the office Jackie loves to travel and spend time with family and friends.
Job Titles:
- Chartered Financial Planner, Well
- Financial Planner
Bryan is a Chartered Financial Planner, well known in the profession having spent many decades in Financial Services. Often pioneering ideas, such as working on a ‘fee-only' basis from 2006, well before it became mandatory, and with particular passions for ‘cash-flow modelling' and ‘evidence-based' investment solutions. When not thinking about our clients futures; Bryan loves travelling and meeting with other business owners in the global planning community, exchanging ideas over a local beer or wine, seeing this as a reward for all the ‘hard yards' covered in earlier times. His other interests are sport related (playing or watching) with particular interest in Football, Skiing, Golf and Triathlon.
Ruth has worked in financial services since 2001 and has a real understanding of the benefits of financial planning and the difference it can make to people's lives.
As Senior Support, Ruth is responsible for providing technical support to the financial planners and directors, as well as overseeing the administration team. Ruth particularly enjoys the personal interaction aspect of her role, building strong relationships with our clients since joining WMM in 2010.
Outside of work, Ruth enjoys being out in the countryside, with her young family. She can often be found hiking around the Welsh hills where she grew up, wild camping in remote spots or wandering along the coastline. She is also cautiously enthusiastic about foraging wild foods!
Job Titles:
- Consultant
- Member of the Institute of Financial Planning
Joseph joined the Evans Hart team in July 2023 as a Technical Administrator, mainly supporting Luke Hughes and Matt Baseden-Butt, but always willing to help where he can. Joseph has 6+ years of experience in Mortgages and Investments and is currently studying toward his financial diploma. Joseph resides in Essex with his cat Fred and away from the office, he enjoys traveling and exploring new countries and going to the cinema.
Charles joined the Financial Planning profession following service with the Royal Navy.
Initially with Imperial Life of Canada and, after a period in their senior management, Charles transferred to the independent Financial Planning sector, and has been at the vanguard of the sector's development since the introduction of the Financial Services Act in 1988.
Charles is a member of the Institute of Financial Planning and one of only a limited number in the UK to have undertaken training and qualifications to become a Registered Life Planner (RLP) with the renowned Kinder Institute. He has also had involvement with the profession's successful trade body as Chairman of the London region of The Association of Independent Financial Advisers (AIFA) and served on various industry think tanks.
Charles's advisory skills combine those of Registered Life Planner, Financial Planner and Asset Manager, a rare combination in this modern world of in-depth analysis.
Michelle has worked in financial services for more than 25 years. During this time, she has gained significant experience in a number of areas including equity release, mortgages, investments, pensions and estate planning.
Michelle enjoys travelling, spending time with family and friends and Yogi, the family dog.
Job Titles:
- Adviser Support and Management Accountant
Job Titles:
- Director and Financial Planner
Matt began his career in financial services in 1998 and joined Evans Hart as a Financial Planner in 2012. He was asked to join the Senior Management Committee in 2019. Matt is a proponent of lifetime cashflow planning, believing this to be the most powerful tool available to advisers in helping clients achieve their objectives. A firm believer in empowering people with the knowledge they need to make fully informed decisions, Matt has a wealth of experience guiding clients from the early days of saving and wealth accumulation, up to and through retirement and financial independence, and later life and estate planning. Outside of work, Matt enjoys spending time with his family and long walks with the dog, attending gigs and concerts, and supporting his local football team.
Jean joined Evans Hart as advisor support and management accountant in October 2021. With a solid academic background, she holds an MSc in Investment Banking from Queen Mary University of London and a bachelor's degree in accounting and information systems from Chang Jung Christian University in Taiwan. Her first language is Mandarin, reflecting her diverse culture.
Beyond the professional realm, she finds joy in spending quality time with family and friends. Outdoor activities and travel are her passion, as they align with her zest for exploration and adventure.
Job Titles:
- Director and Financial Planner
Jeanette joined the Evans Hart team in 2006, bringing with her extensive experience from the financial services industry. She became a Director of Evans Hart in 2010.
In her capacity as Financial Adviser, Jeanette offers guidance to her clients, spanning a wide range of financial products. Her expertise covers comprehensive financial planning both pre- and post-retirement, investment strategies and protection solutions.
Outside of the office, Jeanette enjoys spending quality time with her family and friends. She cherishes the moments of leisure and relaxation that life affords.
Job Titles:
- Business Development and Operations Manager
Paul joined Evans Hart in 2015 following their merger with another IFA firm who he had worked for since 2009 and, in all, has just over 40 years' experience in the financial services industry.
That experience and breadth of knowledge helps him to provide first class service to our clients in his current role which involves assisting a number of our advisers in their management of client portfolios, as well as heading up our Finance Department.
After a lengthy football ‘career' at local league level, Paul now enjoys watching a variety of sports which has seen him join the ranks of the armchair experts!
Job Titles:
- Chartered Financial Planner
Winnie joined Evans Hart Ltd in 2012 after running her own business for 25 years. With 35 years' experience, she specialises in mortgage, investment, pension and property portfolios. Winnie's experience empowers her to steer her clients through intricate financing processes, identify terms that harmonise with their budgets, and expertly navigate legal intricacies.
Sara has more than 20 years' experience working in financial services and is the Corporate Administrator working closely with all the corporate clients from the Bookham office.
She also assists the advisers and the rest of the admin team with monthly tasks essential to provide all our clients with a great service.
Outside of the office Sara enjoys walking, socialising with family and friends and leisurely days on her boat on the Thames, spending time with her husband and two children.
Matt joined Evans Hart in March 2020 and became a qualified financial adviser in the same year, obtaining the Level 4 Diploma in Regulated Financial Planning. He has worked in financial advice since November 2013, having worked in administration and paraplanning roles before becoming an adviser, which has provided him with a well-rounded knowledge of the advice process. Matt always takes the time to get to know his clients and works with them in using financial planning to help achieve their lifetime goals. Outside of work Matt lives in North London with his partner and their cat, and likes to spend his time reading, keeping fit and spending time with friends and family in London as well as his native Suffolk.
Nick joined Evans Hart in January 2019 after successfully running his own Financial Planning firm for 15 years. He started his career in the financial services industry in February 1988.
Nick focusses on helping clients and their families grow their wealth and protecting their legacies for future generations.
Outside of work Nick enjoys all sports having played semi-professional football for Barking FC, Dartford and Grays. His new passion is perfecting his golf swing and spending time with his wife, Michelle and two grown up children, Callum & Emily.
Job Titles:
- Senior Manager and Financial Planner
Richard is a member of the Senior Management Committee and Director of Business Development. He joined Evans Hart in 2014 and has been in financial services since the mid 80's. Richard has been advising clients since 2001 and enjoys a relaxed and conversational approach with clients.
Outside of work, Richard likes to spend time with friends and family, playing golf or trying to convince Jacqui, his wife, to let him learn to fly a Gilder when they are out walking near their home in Liphook.
Job Titles:
- Adviser & Mortgage Consultant
Sue has over 25 years' experience in financial services. Her role as part of the administration team is varied but she is primarily involved in providing the essential support needed by the financial planning team in order to provide a first-class service to our clients.
Away from the office Sue enjoys spending time with her family and friends, walking her dog, dancing and Fizz Fridays.
Luke joined Evans Hart in November 2022. He started his career as a commodities and futures trader in 2011, moving to Financial Planning in 2015 whilst living in Cyprus. Luke returned to the UK in 2018 and has since become a Chartered Financial Planner and a Fellow of the Personal Finance Society.
A dependable, knowledgeable and client-centric professional, Luke focuses on providing clients with optimal support in all areas of financial planning and wealth management. Well versed in providing a service that is all-encompassing of tax, investment, retirement and estate planning needs, which is fully focused on the client and provides a tailored and personalised service that instils confidence and trust.
Luke resides in Reading with his wife. He has two young Burmese cats and when he isn't working, enjoys photography, traveling, skiing, running, cycling and being a ‘forever tourist' in London, even though he works on Fleet Street in the week.
Job Titles:
- Senior Financial Associate
Ian joined the financial industry in 1993 after working in tax advice and accountancy. He qualified as an Adviser in 2003 and joined Evans Hart in 2015. Ian has 30 years' experience in the profession.
Outside of work Ian has an extensive range of interests; with a deep interest in military history, Ian's hobbies include wargaming, living history and historical re-enactment. However, with the birth of his first daughter, Mathilda, in May 2023, his hobbies have naturally taken a back seat.
Job Titles:
- Member of the Senior Management Committee and Director of Business Development
Aisling has worked throughout her career across a range of various roles for different companies, originally starting out with Prudential. It was however, in later years that she could realise her passion for building strong and bold client focused teams. Aisling uses her years of experience to seek out and design the best systems and processes possible. This ensures we add value for our clients and support our business and our people in doing what we love.
She has two children who are currently at university - so that means she is now getting back into the garden, cycling and continuing her love of travel which is a handy way to track the kids down.
Job Titles:
- Founder, Managing Director and Financial Planner
Stephen Evans grew up in the Lake District. He studied economics at Nottingham University and qualified as a Certified Accountant. Stephen worked for several international companies in the Middle East and Europe for 7 years.
Stephen founded Evans Hart Ltd as an Independent Financial Adviser in 1987. He and colleagues grew the business largely by buying-out other firms where the adviser wished to retire or wind-down.
Stephen is a keen mountaineer and has climbed the Matterhorn and Mont Blanc. He is currently learning to fly a light aircraft.
Judith joined Evans Hart in September 1998, initially as an administrator working closely with Stephen and realised, she wished to progress her career to become a Financial Adviser. She then took the relevant exams and ultimately earned both a Diploma in Financial Planning and a Certificate in Discretionary Investment Management. Judith became a Director of Evans Hart in July 2010.
Judith strives to deliver the best advice possible and makes sure to ascertain all her client's unique needs and objectives whether this be pre- or post-retirement providing advice on many product types to fit each client.
Outside of the office, Judith enjoys pilates and tennis, even if she feels her tennis skills might not necessarily be the best.
Maria has worked in financial services for over twenty years. She works as an administrator with primary responsibility for two of the advisers based in the Bookham office.
Outside of the office Maria loves tending her beautiful garden, visiting a garden centre and enjoying an afternoon tea somewhere special.
Job Titles:
- Financial Planner and Mortgage Adviser
Katherine joined Evans Hart in March 2021, having worked in the financial services industry for over 25 years. She provides support for advisers within the London office and ensures that clients receive excellent service. In her role as Business Development Manager, Katherine also works with new business acquisitions to provide a seamless transition to joining the Evans Hart family.
In her spare time, Katherine can be found weeding her allotment in the pursuit of giant pumpkins, enjoying music festivals whilst camping in the great outdoors and spending time with her two adult sons.