Beth Evans
Client Relationship Manager
Beth is a Client Relationship Manager based in Lincoln, where she plays a key role in supporting both our Financial Planners and clients. She is currently completing her Level 4 Paraplanning apprenticeship, further developing her technical knowledge in financial planning.
Originally from North Wales, Beth and her fiancée, Antony, have recently bought their first home. They’re enjoying making it their own and settling into life with their new puppy, Milo
After studying Theology for five years at Chester University and completing her Master’s degree, Beth began her career in the financial sector working with legacy pensions at Phoenix Life. It was here that she developed a strong interest in pensions and their complexities, inspiring her to pursue a career in financial services.
Outside of work, Beth loves spending time in the kitchen, where she enjoys both baking and cooking and trying out new recipes. She’s a keen reader and is always in the middle of a book, with a constant list of “what to read next” close by. Beth also values time spent with family and friends and likes to unwind with yoga.
My Favourite…
Book – ‘Frankenstein’ by Mary Shelley
Film – Stand by Me
UK Holiday Destination – York
Holiday Destination – San Francisco
App – Fable