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Jamie Evans

Jamie provides bespoke financial planning advice, to help his clients achieve their ambitions and provide them with the confidence to create the future they want.

About

Jamie’s clients are at the heart of everything he does and are the most important part of his business. He provides a highly personalised service and will help his clients make informed financial decisions to achieve their goals through personal, face-to-face financial advice.

Adopting his core values, Jamie specialises in minimising tax, maximising wealth, and protecting his clients from financial risk. He is committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of his initial and ongoing advice. His philosophy is simple: to ensure financial peace of mind for them and their families across the generations.

He works with business owners, professionals and those approaching or enjoying their retirement and has a particular expertise in Retirement Planning and Intergenerational Wealth Planning as well as holistic planning involving people’s businesses and families.

Prior to starting Surrey Hills Private Clients, Jamie had a successful career in General Insurance, after becoming a Chartered Insurer and graduating with a MA in Business Management. Making use of his extensive financial knowledge and experience gained during this time he decided to pursue a long-term ambition of his and launched his own Practice.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Protecting you and your finances
Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 11/08/2023

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.