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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.
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.
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.
Winnie earned Chartered Status in 1991 and obtained her diploma in investment.
In her free time, she is a philanthropist and takes a keen interest in supporting education, especially for under privileged girls, good causes both at home and abroad. Winnie loves travelling and ballroom dancing. One of her biggest ambitions would be to perform on Strictly.
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.
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!
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.
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.
Outside business, Charles has grown up children and a number of wide-ranging interests; tennis, swimming, sailing, music, choir, golf and long-range hiking (including the Cape Wrath Trail in Scotland).
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.
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.
Adviser Support and Management Accountant