Surrey Hills Private Clients

We provide bespoke financial planning advice, to help our clients achieve their ambitions and provide them with the confidence to create the future they want.


Our clients are at the heart of everything we do and are the most important part of our business. We provide a highly personalised service and will help our clients make informed financial decisions to achieve their goals through personal, face-to-face financial advice.

Adopting our core values, we specialise in minimising tax, maximising wealth, and protecting our clients from financial risk. We are committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of our initial and ongoing advice. Our philosophy is simple: to ensure financial peace of mind for them and their families across the generations.

We work with business owners, professionals and those approaching or enjoying their retirement and have a particular expertise in Retirement Planning and Intergenerational Wealth Planning as well as holistic planning involving people’s businesses and families.

Our Story

Prior to starting Surrey Hills Private Clients in 2022, Jamie Evans had a successful career in General Insurance, after becoming a Chartered Insurer and graduating with a MA in Business Management. Making use of his extensive financial knowledge and experience gained during this time he decided to pursue a long-term ambition of his and launched his own practice. He is now looking forward to helping local business owners, professionals and those approaching or enjoying their retirement with their financial planning.

Love of the Surrey Hills

Jamie has lived and worked in Surrey all of his life and is proud to be part of such a great community filled with fantastic people and businesses. He believes in supporting local people and businesses and is looking forward to building new long-term relationships with Surrey Hills members.