Financial Adviser Services

Old Bank Wealth Management

was the trading name chosen in 2012 having moved to Old Bank House in Chipping Sodbury in 2010. We are an appointed representative of Tenet Connect Ltd.

TenetConnect is an award-winning financial advice network with over 25 years of experience, £30m net assets, significant cash reserves and three institutional shareholders - Aviva, Standard Life Aberdeen & Aegon.

TenetConnect provide Old Bank Wealth Management with a range of services including quality compliance, technical and research support as well as benefitting from the ongoing professional development to ensure we are up to date with the latest product and market developments.




Top 100 IFAs 2018



Financial Times
Top 100 IFAs 2018!

 

Tenet was endorsed by FTAdviser as number one in their annual Top 100 Financial Advisers list.




Our Team

Marvin Evans
BSc(Hons) DipPFS Principal

Marvin has over 25 years financial services experience having previously been a Private Client Adviser for Hargreaves Lansdown and Coutts & Co covering the Bristol, Bath, Cardiff, Winchester and Eton branches. He also worked for Accountants Solomon Hare who later merged with Smith & Williamson.

Marvin explains his philosphy on Financial Planning:

“Everyone's finances and life situation is unique and I keep that in mind when meeting clients for the first time. We believe that a personalised service is essential when matching clients with the right financial solutions and services. As a Financial Planning Adviser, I am dedicated to learning about peoples personal goals. Together we use them to build a financial plan focused on their specific needs.

We understand our clients are in different stages of life: you might be purchasing a first property, financing a childs secondary or further education, or planning your retirement. We believe a plan must reflect your personal or business situation and we will work with you to highlight your priorities to enable you to put in place arrangements that best meet your goals.

We believe that understanding what's important to you is a crucial element in the financial planning process. It is only by knowing your needs, wants and values that we can put the right financial structure in place to support your life goals and aspirations. If you know where you are today and you know where you want to be in the future, Old Bank Wealth Management will create the roadmap to help you get there.”

Qualifications

Chartered Insurance Institute Advanced Diploma Qualifications:

F10 Taxation and Trusts

F20 Personal investment planning

F30 Corporate investment planning

G60 Pensions Transfers


Diploma Qualifications:

J05 Pension Income Options




Danielle Johnston BBus (Finance)
Office Manager

As Office Manager, Danielle ensures things run smoothly. She is involved with client reviews, research, report writing and assisting clients with any queries they may have.

Danielle is Australian and moved to the UK in 2011, firstly Plymouth and Bristol since 2013.

She has 22 years of financial services experience covering a range of products and roles with the emphasis on providing support.

Danielle commented on her Office Manger role:

“I enjoy the variety of the role, as you never know what one day will bring to the next! It's about being organised and willing to go the extra mile to ensure clients' requests are carried out.”

Additional Support

Over the years, a number of good relationships have been built with external specialists including:

  • Paraplanners - providing technical and research support as well as report writing
  • Solicitors
  • Accountants
  • Mortgage Brokers