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Evergreen Financial Planning Limited

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About Us

Our Company

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At Evergreen Financial Planning, we do more than just 'shake things up'; we revolutionise how you experience finance and financial advice. As a proud partner of M&G Wealth, our aim is to bring finance down to earth, making it easy to understand and completely tailored to you.

We cover the UK, offering personalised, expert advice that you can actually understand through face-to-face meetings, telephone calls or video consultations. 

Our mission?

To create profound, lasting change in your financial life. We don't just talk numbers; we're here to help shift your mindset about finance altogether. We take a holistic, client-centric approach to your financial well-being across all areas of financial planning—retirement, investment, insurance, and estate planning. We pride ourselves on our commitment to you.

Why Choose Evergreen?

Imagine a lush, thriving forest that remains vibrant no matter the season. That's what "Evergreen" stands for – consistency, growth, and sustainability. Just like those evergreen trees that stand tall through every season, we're your financial compass, guiding you through market highs and lows. We're the result of the powerful merger between Waldron and Co Financial Planning and RN Financial Planning, and we're here to make finance fun, straightforward, and most importantly, beneficial for you.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Ryan Nobbs – Co-Director and Financial Adviser

Ryan is Co-Director with a talent for strategic thinking.

Background: Previously with Prudential Financial Planning and Halifax & Barclays in roles ranging from mortgage adviser to protection specialist, being in finance now for over 15 years. 

Credentials: Working towards a Level 6 CII Diploma in Financial Advising, and holds certificates in long-term care, equity release, and mortgage advice.

Personal Life: Ryan is a family man with a daughter. Loves sports, keeping fit, and travelling.

Fun Fact: Ryan’s meditation is gardening, and he is currently in the process of transformation his garden into a fruit & vegetable sanctuary.

What Sets Him Apart: Ryan’s diverse experience enables him to craft financial strategies that are both effective and easy to understand.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Nathan Waldron – Co-Director and Financial Advisor

Nathan, also Co-Director, with a talent for goals and relationship management.

Background: Formerly of Prudential Financial Planning and Barclays, where he worked as a Personal Banker and Premier Relationship Manager, and has been in finance for over 15 years.

Credentials:

Nathan is working towards a Level 6 CII Diploma in Financial Advice and holds certificates in long-term care, equity release, and mortgage advice.

Personal Life: Father to a son and daughter, Nathan enjoys sports, keeping fit, travel, and loves food (hence the gym!)

Fun Fact: Nathan is a self-proclaimed foodie who is studying the Ritz cookbook, so make sure he invites you for dinner.

What Sets Him Apart: Nathan’s keen interpersonal skills ensure you're more than just a client; you're part of the Evergreen family.

So, why settle for puzzling financial advice when you could have a clear, personalised roadmap?

Welcome to Evergreen Financial Planning

With us, we believe the future of finance is brighter, clearer, and more exhilarating than ever before.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Ryan Nobbs
Nathan Waldron

Evergreen Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.