Evan Durcan

Evan Durcan

AJG Wealth Management Limited

Minimum savings/pensions: Any amount

0330 038 8942
Based in Billericay
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Verified since: December, 2020

5 out of 5

24 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Evan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Evan has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Evan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    Evan has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Evan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Evan has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Evan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Evan has not yet added their fees to their profile

As a Financial Adviser of AJG Wealth Management Ltd, Partner Practice of St. James’s Place Wealth Management based in the London/Essex/Kent areas, my emphasis is on building long-term relationships with my clients and to provide trusted and tailored holistic financial advice as their financial needs evolve over the years. I was invited to join AJG Wealth Management in 2018 after graduating from University with a First Class Honours Degree in Financial Economics, which gave me a firm background in Portfolio Management and Investment Analysis. Since joining AJG Wealth Management, I have also graduated from the industry leading St. James’s Place Wealth Management Next Generation Academy. I was invited to join the intense twelve month course which provides high-calibre and driven individuals with the knowledge and experience to provide clients with expert financial advice under the prestigious St. James’s Place Wealth Management Partnership. My goal is to help all of my clients plan holistically, considering every aspect of financial planning from ensuring that they, their families and businesses are protected, offering the potential for superior returns on their investments and pensions, as well as asset protection and tax mitigation. I aim to provide and implement bespoke solutions to all of my clients in order to help them achieve their financial goals and objectives. In simple terms, "Holistic Wealth Management Planning", which is tailored for my clients. Outside of work I enjoy keeping active, playing football for my local men's team and spending time with family and friends! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/04/2025

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs generally depends on individual circumstances. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives.