Partner Practice of St. James's Place Wealth Management
Chris joined the financial services industry in 1978 working as an agent for Pearl Assurance. During the 17 years working for ‘The Pearl’ Chris built one of the largest agencies within the company and achieved number one adviser status.
Chris and his wife Kay had aspirations of running their own wealth management business and joined Sun Life Financial Associates in 1995 where they developed their own business (Kerry Evans & Co Financial Planning) supported by Sun Life. During this time as the business grew successfully, they were approached by one of St. James’s Place’s senior directors and were invited to join and become a Partner Practice with them in 1999.
During the next 20 years Chris and Kay built a very successful Practice with the help of a dedicated support team and with the backing of St. James’s Place, becoming a strong family business, always with the client’s best interests at its heart.
The Practice grew from strength to strength and mirroring St. James’s Places next generation succession planning, Chris & Kay in 2019 decided to take semi-retirement, passing the business and its day to day running operation across to their son Daniel.
Chris has become a Senior Adviser within the new Practice of Horizon Wealth Consultancy and his areas of interest and expertise are Investment, Retirement, and Inheritance & Estate Planning.
In his spare time Chris & his wife kay enjoy gardening and maintaining their 3-acre farm house, keeping the grass well-tended and having a little help in this from their Shetland Pony – Treacle.
Their close family of three children; Daniel, Hannah & Luke, and three grandchildren, also keep them busy and provides the basis to understand the important things in life.
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.
Horizon Wealth Consultancy Ltd is registered in England and Wales, Number 11996960. Registered Office: Dominion Park, Old Buckenham, Attleborough, Norfolk, NR17 1PH, England.