Karl Evans
Karl has been in the Financial Services industry for over 30 years starting in underwriting for a reinsurance company.
His career as a financial adviser began in 1992 with CIS Ltd where he gained a wealth of experience in all areas of financial services from savings for children, investment planning, a range of retirement planning solutions alongside asset protection.
In 2004 he was asked to spend a couple of days per week advising at the Cooperative Bank for their high net worth customers.
In 2011 he set up his own Practice with St. James's Place. After 5 years he decided to join forces with his former CIS manager, Moreno Sanguigni at Westbrook Financial Services Ltd which was established in 2005 to enable them to widen their range of services. Collectively they have over 65 years experience in financial services.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
