Our People

Stephen grew up near the Lake District in Cumbria, and attended Queen Elizabeth Grammar School, Kirkby Lonsdale. He went on to gain a degree in economics at Nottingham University in 1973, and remained in the city for several years to study for an accountancy qualification (Chartered Certified Account). Read more …

Judith has been with the firm for over fifteen years. She is qualified to advise on all aspects of pensions, investment and financial planning. Judith has been with the firm for over fifteen years. She is qualified to advise on all aspects of pensions, investment and financial planning. Read more …

Jeanette has worked for over twenty years in financial services. She has been with Evans Hart for over six years. She has expertise in pensions and has a qualification in Trusts and Estate Planning. Jeanette has obtained the SPS (Statement of Professional Standing) which is required for all authorised advisers from January 2013. Read more …

Matt has over sixteen years of experience in the financial services sector. He previously worked for a large regional building society and, more recently, at one of the country’s top accountancy firms. Read more …

Richard joined the Financial Services industry in 1999 and enjoyed various spells with large insurance companies. He made the transition to Independent Financial Advice in 2003 Read more…

Ian joined the Financial Services Industry in 1993, from an accountancy background. He worked with GLS Wealth Management between 1998 and the merger. Read more …

Charles joined the financial services industry following service with the Royal Navy. Charles is a member of the Institute of Financial Planning and is also one of only a handful of advisers in the UK to have qualified as a Registered Life Planner (RLP), being one of only 200 RLPs worldwide with the renowned Kinder Institute.  Read more …

Martin became an Independent Financial Adviser in 1992 working for C E Heath. He set up his own practice as a Financial Planner in 1998 and continued to run this firm until 2016 when it was merged with Evans Hart. Read more …

Steve Wallace

Consultant

Steve has worked in the Financial Services sector for 35 years. After his early career with a major Life Insurance Company, Steve set up his own London City IFA business in 1991 which continued until 2013.  Read more …

Winnie Chow grew up in Hong Kong and came to England to complete her education.  She qualified as an insurance broker and later as a Financial and Mortgage Adviser. She ran her own firm in London’s Chinatown for many years, and in 2005 she merged with Evans Hart. Read more …

Paul’s career in the Financial Services industry began in 1982 when he joined Sun Life of Canada as a Representative. He then moved into an administrative role providing support for a number of their leading producers of both corporate and personal business until 2000 when Sun Life of Canada withdrew their UK field force. Read more …