Jonathan Evans Dip PFS

Job Title: Independent Financial Planner

My financial services career launched back in the 1990’s , originally starting out as a Pensions Administrator for Royal Life insurance company down in London.

After spending a few years in administration, I joined Midland Bank (now HSBC) as a Financial Planning Manager up until their 2012 restructure.

Since 2012 I have been an independent financial adviser, looking after both individual and corporate companies.

Whilst I am mostly based at our Bridlington office, I am here to help clients with their financial planning goals in the North Yorkshire, East Yorkshire and West Yorkshire areas.

When I am not working hard in the office or out on appointments, you will often find me either tinkering with my spanners under one of my cars, or displaying my vintage Lego collection at one of the many regional Lego shows. Failing that I will be spending time with my family.

 


 

Financial Qualifications & Expertise

Qualifications & Awards:

  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice
  • Certificate in Life & Pension

 

Areas of Expertise:

  • Investments, Pensions, protection & tax planning