Beth Evans
Client Relationship Manager
Beth is a Client Relationship Manager based in our Lincoln office, 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 now lives in Lincoln with her partner Antony, having spent most of her life in Liverpool.
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. She quickly developed a strong interest in pensions and their complexities, which led her to pursue a career in financial services.
Outside of work, Beth is an avid reader and always has a book on the go. She also enjoys baking, with a particular love for traditional Welsh bara brith, hot cross buns, and cherry bakewell. Her chocolate brownies are already legendary in the Lincoln office, and the team eagerly awaits her bakes at quarterly meetings!
My Favourite…
Book – ‘Franksenstein’ by Mary Shelley
Film – Stand by Me
UK Holiday Destination – York
Holiday Destination – San Francisco
App – Reading List
Contact details
Lincoln office
Client Support Hub, 15 Beaumont Fee, Lincoln, LN1 1UH
