A finance firm is firmly on track 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, six months ago.
New appointees, Peter Arundell and Charlotte Burns, had already been supporting the company since the merger, while 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.
And the expansion doesn’t stop there, in the coming months Evergreen is set to welcome three more fully-qualified advisers.
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.”
Nathan said: “We are so pleased for both Peter and Charlotte who are very much an integral part of the business.
“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.”
