Craig Evans

Craig Evans, LCG APFS CeMAP and Chartered Financial Planner, joined Torquil Clark in 2003 having previously worked for other, well-respected, Independent Financial Advisers and banking organisations.

Craig entered the Financial Services Industry in 1992 and has progressed to become one of only a small number of Personal Finance Society members to attain Chartered Financial Planner status. This makes him amongst the most qualified advisers in the country.

Craig’s other achievements include advanced qualifications in Personal Investment and Estate Planning, Equity Release, Long-Term Care, Life and Health Protection and Pensions Simplification.

Providing advice to both individual and corporate clients regarding their financial planning needs, Craig’s specialist areas include inheritance tax and investment planning. He is ideally suited to advise his individual and corporate clients with their pre and post retirement planning requirements. In addition Craig can provide investment planning advice either by reviewing an established portfolio, or constructing a new one.

Business & Family Protection

Craig regularly works with corporate clients, advising on their business protection needs in the form of key man assurance, shareholder or loan protection. He can also assist on an individual level, by advising them on family protection.

He works with each of his clients to establish a long-term relationship in order to ensure that they remain on course to achieve their financial goals. He does this by not only delivering the initial advice required by his clients but also by building regular reviews into the relationship, so that he can ensure that their investment and pension assets continue to work to their maximum potential.