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Evergreen Financial Planning Limited

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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”.

Cliff Moyo – Financial Adviser

Background: Previously with over 11 years as a professional footballer, he transitioned into financial services where he worked as a protection adviser. 

Credentials: He holds a Level 4 CII Diploma in Regulated Financial Planning.

Personal Life: Cliff is a husband and father of two boys. He enjoys sports, travelling, and staying fit.

Fun Fact: He once stepped onto the global stage, playing international football in a major tournament. 

What Sets Him Apart: Cliff’s natural ability in building genuine connections ensures his financial advice is more than just professional - it’s personal, tailored, and always focused on you.

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

Previously worked as a Barber for nearly 10 years. Starting within a shop, building clients, before moving into a mobile capacity.

Credentials:

Cii Level 4 Diploma in Regulated Financial Planning, working towards Cii Level 6 Diploma in Advanced Financial Planning

Personal Life:

Married for 13yrs with two boys which keeps me more than busy!

Fun Fact:

A national level swimmer as a youngster I still enjoying competing at National, European and World level as a Masters swimmer. Will also waste away a few hours at the Snooker hall.

What Sets Him Apart:

The ability to articulate clearly in a personable manor, efficient, with a keen eye for detail and a desire to go the extra mile.

Tommy has been a Financial Adviser for 1 year and holds a Diploma in Financial Planning. After 1 successful years as a financial adviser with Prudential Financial Planning, Tommy  was delighted to join Evergreen Financial Planning, as part of The Advice Partnership from Prudential. 

In his spare time, Tommy can often be found spending time with family, joining local community events, diving into philosophy and personal development books, hitting the gym to stay fit, and keeping a keen eye on the financial markets.

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

Background:

Previously worked as a consultant in investment banking and alternative investments, held directorships and supported his family’s hospitality business. An Economics graduate (First Class Honours, Loughborough University scholarship recipient), Tommy has developed expertise in financial analysis, strategic planning and client relationship management, giving him a well rounded perspective on financial planning.

Credentials:

Cii Level 4 Diploma in Regulated Financial Planning

Personal Life:

A community advocate, Tommy joins local events and is a family man. In his spare time, he dives into philosophy and personal development, stays active with weightlifting, and keeps a close eye on the financial markets.

Fun Fact:

His guilty pleasure song is “My Way” by Frank Sinatra.”

What Sets Him Apart:

The ability to articulate in a personable manner, with a disciplined work ethic, a keen eye for detail, and a genuine desire to go the extra mile.

Sam Joyce - Financial Adviser

As a qualified financial adviser, I am dedicated to empowering individuals and businesses to confidently achieve their financial goals. Whether you're planning for the future, making wise investments, or managing your wealth, I offer clear and customised advice tailored to your unique needs. My approach is not only about providing financial solutions but also about building strong, trusting relationships with my clients to help them navigate their financial journey successfully.

When I'm not engaged in financial matters, I cherish quality time with family and friends, enjoying social activities, participating in events, and creating memorable experiences. I am an advocate for a well-balanced life, believing that personal fulfilment contributes to sound financial decision-making. I bring that same thoughtful and comprehensive approach to my clients, ensuring they not only meet their financial goals but also enhance their overall well-being 

Credentials: I hold a Level 4 CII Diploma in Regulated Financial Planning.

What Sets Him Apart: His ability to build real, meaningful connections. His financial advice goes beyond professionalism - it’s personal, customised, and always centred on your unique needs.

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

Our Advice Service

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Ryan Nobbs
Nathan Waldron
Cliff Moyo
Peter Arundell
Tommy Hong
Sam Joyce

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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.