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Our Wealth Planners

James Evison

Senior Wealth Planner


BA (Hons), DipPFS


I am a product of our award winning graduate programme and I am continuing with my studies and professional development, which will ultimately lead me to becoming a Chartered Financial Planner.

Prior to my entry into the financial sector, I studied for my Geography degree at the University of Liverpool, from there I spent a year travelling and working across the USA.

Living on the North Wales coast with my wife, I'm a keen sports enthusiast who enjoys watching most sports, while attempting to play a few, including golf and football.




James I feel is an exceptional young man. He has an ability to communicate with all ages/clients, he is motivated, bright, thorough and personal and I trust his opinion. I feel he cares.

Helen Pulford

To a layman like myself the whole area of pensions is a complex one and so there has to be an element of trust in the judgement of the advice given. I am more than satisfied on that score.

Mark Phillips

James Evison

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.