Partner Practice of
St. James's Place Wealth Management

Steve Evans, DipFA, Paraplanner

Steve Evans and Evans Paraplanning acts as an integrated member of Clay Warden Wealth Management, providing a flexible and bespoke paraplanning service. They assist with the collation of plan information, to the formulation of client reports, researching policies and preparing complex documentation. This allows Clay Warden to dedicate more time to their clients.