Managing Director and Chartered Financial Planner

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).

He spent five years working abroad for an international oil company in Dubai, Aberdeen and Brussels.

He had always had in mind to start a business, and in 1983 he set up a personal computer sales company.  After several years he decided to switch to financial advice, and spent a couple of years learning the ropes as an insurance representative with Hill Samuel.

In 1988 he set up his own firm as an Independent Adviser, and later merged with an older adviser, Myles Hart who has since retired. Evans Hart is now 27 years old, and Stephen has built up the business by acquiring firms, often where the owner wished to retire.   The firm now has 6 professional and 6 support staff, and serves 800 clients.

Stephen gained professional qualifications by examination in all aspects of pensions, investment and life insurance, and gained one of the highest levels in financial services in becoming a Chartered Financial Planner in 2012. He also gained a Masters Degree in Business Administration (MBA) from Cranfield University in 1990.

He is a Freeman of the City of London and a member of the Livery Company, the Worshipful Company of International Bankers.   Evans Hart was recently included amongst the list of the Top 100 IFA firms by the publication New Model Adviser.

In his spare time, his interests include music, history and mountaineering. He has climbed the Matterhorn and Mont Blanc.