Multiple senior promotions at Clarke Nicklin Financial Planning

As part of the ongoing development of the firm, Clarke Nicklin Financial Planning (CNFP) have announced significant changes to its senior team.

Christian Evans (pictured) who has been managing the CNFP team for over 10 years has now moved into the role of Director for the business. Chris has over 20 years in the Financial Services industry and is also a fully qualified Independent Financial Advisor; he commented:

“I am really excited to be commencing my new role as Director of Financial Planning and honoured to be recognised and rewarded with such an exciting opportunity to develop and progress my career further with CNFP.”

Stephen Mackenzie, who joined the business in early 2020 has now been made manager of the team. He holds qualifications with the Chartered Insurance Institute and is working towards attaining a diploma. Stephen commented:

“I am extremely proud to be given the opportunity to become Adviser Support Manager at CNFP. With the support and backing of partners Scott Herbert and Andy Baggott, I have been able to upskill and progress since my tenure at CNFP. I am also grateful for the opportunity to work for a forward thinking and supportive company like CNFP and hope to be a part of the team for many years to come!”

Both promotions are intended to support the continued growth of the financial planning team and strengthen the foundations of the business.

Partner and IFA at Clarke Nicklin Financial Planning, Scott Herbert, commented:

“I’m delighted to announce that Chris has been promoted to a Director of the company. He has worked so hard over the last decade and this is acknowledged with this new senior position. The CNFP team and I look forward to seeing Chris succeed in his new role.

“Stephen has been promoted to the role of Manager with CNFP, after a successful three years with the company. His hard work ethic, commitment and positive approach to his work will continue to be beneficial to both his colleagues and clients too.”

Clarke Nicklin Financial Planning are a firm of financial planners based in South Manchester. The firm specialises in retirement planning, life and protection planning, savings and investments, mortgages, and auto enrolment, servicing both businesses and individuals.