I’m an Associate Partner with the St. James's Place Partnership, having joined in early 2009. I started my career in financial services in 1988 with Barclays Bank. My career as a financial adviser began with Abbey National back in 1997. In 2001 I became an Independent Financial Adviser with Woolwich Independent Financial Advisory Service (WIFAS) now Barclays Financial Planning.

My business is based at an office within walking distance of my home in Petts Wood and I work mostly in and around the Bromley area. I’ve lived in this quiet community since 1998 and I’ve been advising in Petts Wood for the majority of that time. My wife Catherine assists me in the day to day running of the business.

About Julie Evans     more

Client testimonials     more

Working with other specialists I often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.     more