Clarke Nicklin Financial Planning have announced the second promotion at the firm in the last two months, with Christian Evans elevated from Advisor Support Manager to Independent Financial Advisor.
The firm recently also confirmed the promotion of Stephen Mackenzie to paraplanner last month.
Having worked in the Financial Services sector for 20 years, Chris (pictured) has held both technical support and regulated advice positions within some of the UK’s leading financial institutions. Chris joined Clarke Nicklin Financial Planning over ten years ago, had previously been promoted to Advisor Support Manager four years ago, and will now be taking up his new role of Independent Financial Advisor. His duties will now change from a predominately back office technical role to a client facing advisory function, which will have the additional responsibility of being the clients relationship head, and communicating with the client on the financial advice he will be providing.
Commenting on his promotion, Chris said:
I am extremely proud to be given such an exciting opportunity to progress my career with Clarke Nicklin Financial Planning. After a decade of working at CNFP, I have seen first-hand how the provision of quality financial advice and excellent service can achieve positive outcomes whilst building strong and trusted long term relationships. I am looking forward to developing into my new role whilst contributing to the continued success of Clarke Nicklin Financial Planning into the future.”
Partner and Independent Financial Advisor, Scott Herbert, added:
I am delighted to see Chris advance into the role of an Independent Financial Advisor. He has developed his experience supporting our Advisors and is now both qualified and well equipped to step into the role himself. I am confident that Chris under my stewardship will progress into a highly professional and trusted Advisor”.
Managing Partner of Clarke Nicklin, Andrew Baggott, said:
I am pleased to see our team members developing and progressing to further enhance our focus on delivering excellence in client advice and support. Through Chris and the rest of the team’s continued development it shows we are focused on ensuring our values on client service are achieved and enhanced for all of our clients throughout the whole of our relationship with them.”
Clarke Nicklin Financial Planning are leading providers of independent financial advice, supporting individuals and businesses to achieve their financial goals and objectives.