Beth Evans

Client Relationship Manager

Beth supports our Client Relationship Team and Financial Life Planners and works in the Lincoln office.

Originally from North Wales, Beth now lives in Lincoln with her partner Antony having previously spent most of her life in Liverpool.

Having studied Theology for 5 years at Chester University, Beth began her career in the financial sector following the completion of her Masters degree working with legacy pensions for Phoenix Life.  She soon developed a keen interest in pensions and understanding their complexities, which led to her wanting to pursue a role in financial services.

In her spare time, Beth can be found reading as she attempts a New Year’s resolution to read 52 books this year – she’s currently on book 44.  Beth is also an avid baker, her favourites include traditional Welsh Bera Brith, hot cross buns, and cherry Bakewell.

We look forward to sampling these at the quarterly team meetings.

 

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Director,
Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Teresa Ball

Practice Manager

Karen Lang

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Sue Thompson

Client Relationship Manager

Lauren Oakley

Client Relationship Manager

Jordan Reid

Financial Planner

Nader El Harake

Trainee Financial Planner

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Qualifications

  • MSc In Theology