Josh Evans
Josh joined Richard’s team in 2019 and became a Director of B E Wealth Management in the Spring of 2025. He provides our clients, their businesses, and their families with holistic financial planning. No client is the same, and he enjoys getting to know them to provide a tailored solution for their needs. Josh looks forward to working with our clients for decades to come and is working closely with Richard to provide long-term continuity for our clients.
He has a Diploma in Regulated Financial Planning, Certificate in Mortgage Planning, Certificate in Equity Release, and is currently working towards Chartered status. He also holds a BA (Hons) from the University of the West of England.
Josh is married and lives in central Bristol with his wife and daughter, with family in Dorset, Berkshire, Sussex, and Surrey, where he grew up. Away from work, Josh will be watching or playing sport.
The Partner Practice 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.
