Evergreen firmly on track with expansion
A finance firm is firmly on track in their aim to serve more regions across the UK following the appointment of two fully qualified financial advisers.
Evergreen Financial Planning was formed following the merger of two separate companies owned by North Staffordshire based Nathan Waldron and Ryan Nobbs, of Essex.
Both Peter Arundell and Charlotte Burns had already been supporting the company since the merger whilst also completing The Academy Programme with M&G Wealth Advice – who are a partner of Evergreen.
The transition now means both the new team members are advising on all financial matters themselves and helping to support hundreds of clients from Staffordshire, Cheshire, Essex, Berkshire, Oxfordshire, East London, Shropshire and Wales, along with Nathan and Ryan.
“We are so pleased for both Peter and Charlotte who are very much an integral part of the business,” says Nathan.
“Both had already been active with Evergreen whilst completing the academy programme and share our values of transforming the way the financial world is perceived.
“We have always aimed to ensure financial advice is open to all. No-one should be alone when it comes to looking into financial matters and along with myself and Ryan, Peter and Charlotte are helping us to support more people throughout the UK and have also increased our client base three times over.”
Peter, who is based in Essex, said: “I’m delighted to be supporting the Evergreen team and I am a firm believer in what both Ryan and Nathan are aiming to do in the industry.
“When I came into the industry I didn’t want to just go through the motions, I wanted to be part of something huge and I knew from the start that this company really want to make a difference and break down barriers.
“In my early career I often used to question how businesses manage finances, and how things are done, and I had to learn – I too know what it’s like to have all those questions.
“Financial advice is not just for people who have a lot of wealth – it’s for everyone and what needs to be remembered is there are answers and support out there.”
Charlotte, of Market Drayton, said: “I am delighted to be working in the industry along with the fantastic team at Evergreen. To be honest I’ve never had an employer like them and their support along with the whole company ethos in breaking down barriers is incredible and I am very excited for the future.”
In the coming months Evergreen Financial Planning are aiming to welcome three more fully qualified advisers.
