Evans Hart has a range of model portfolios and an ESG-focused set. The firm is concentrated on passive investing and seeks to get clients the best returns via a combination of keeping costs low and through portfolio design.

Evans Hart has purchased two other advice firms in recent months and was careful to ensure the values, ethics and ethos aligned with its own.

It is moving forward with reducing carbon emissions through home working, holding client meetings via video conferencing, and closing an office that had high carbon emissions.

The firm has also launched a project for mid-career movers. It is keen to involve people with good business or public sector knowledge in the business and guide them through exams.

Managing director Stephen Evans is on the Board of Livery Company of International Banker and makes significant financial contributions towards inclusion in financial services.

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