Jean Evans

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2plan wealth management

member-icon Associate

job-title-icon Senior Financial Advisor

address-icon 123 Hook Road, Surbiton
KT6 5AH,
United Kingdom

tel-icon 07496801281

  • Offers free advice
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Having worked in Financial Services for over 20 years I have advised a huge number of individuals in a range of unique situations in order to achieve their objectives.  I pride myself on building and maintaining a relationship with my clients which reflects my genuine understanding of their circumstances and needs and work with them throughout this journey.  A number of my clients have been through the emotional process of divorce and are adjusting to a new life in many ways, I am in the privileged position to provide guidance and advice along the way and crucially afterwards to ensure that each client is comfortable with how their future looks now and with regular reviews over the years ahead.

I work closely with my clients providing holistic financial advice covering areas such as pensions (pre, at and post retirement), pension sharing, investments, protection, IHT planning, tax efficient investments.

I have one 10 year old son who keeps me very busy with football, drama and dance and hockey. We love heading to the theatre and taking on new challenges! I also love to run when I can squeeze it in.

Out of court services offered

Areas of work
Finances (divorce and separation)

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