William Evans

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society. 

He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

William has experience in providing independent financial advice to a wide range of individuals, families, trusts and business owners.  He helps his clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.