L-R: Ryan Nobbs and Nathan Waldron
Experts have merged together in a bid to transform the way finance world is perceived.
Waldron & Co, founded by Nathan Waldron, of Staffordshire has joined with RN Financial Planning owned by Ryan Nobbs, of Essex, to form the all-new Evergreen Financial Planning.
The owners of the two firms, who had been operating separately for more than two years, shared the same values and mission to provide more accessibility to the finance industry and felt it only natural to come together.
Now the new venture, which is a partner of M&G Wealth Advice, has seen the company already welcome five new members of staff and increase their client base thrice over.
Nathan said: “Ryan and myself have known each other for a long time as we met in our early careers.
“Since launching our own business ventures in 2021, Ryan and I have dedicated ourselves to assisting people throughout the UK. This journey has led us to come together and form Evergreen Financial Planning. As we join forces under this new banner, we are excited to expand our services, reaching out to even more clients across the country. Our goal is to move forward with clear commitment to financial planning, financial education and support.”
Ryan added: “The finance industry can very often be stereotyped into being a complex sector to understand and to access.
“Finances can be difficult for some to work through and no-one should ever be alone on this. We believe if we can continue to explain things to families, professionals or retirees in as simple a way as possible so they can choose the right path for their finances, then that is what we will endeavour to do together as a team for brighter futures.”
In recent weeks advisors Charlotte Burns, Peter Arundell, Paraplanner Danielle Hunter and Personal Assistants Vicky Hogg and Clare Arundell have been welcomed into the Evergreen team.
“We want to work with those who believe in our ethos of not just helping others, but educating others at the same time so we were delighted to welcome Charlotte, Peter Danielle, Clare and Vicky into the team as we push forward,” says Nathan.
“All have amazing knowledge and experience between them and we all believe in the same things – which is so important.”
Ryan adds: “Our team enables us to provide face-to-face meetings where required throughout the UK and we always have someone on the end of the phone, or video call, to answer any queries or to provide one-to-one consultations – all done in our unique and transparent approach towards providing financial guidance.”
For more information about Evergreen Financial Planning please visit HERE.
