Welcome to our page
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.
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”.