The EVA Way – Our financial planning service
Knowledge is power. Our aim is to empower women by guiding them from financial insecurity to financial independence through knowledge.
Our Essential Program is Free and jam packed full of resources to help you get on your way.
Essential is for you if are dipping your toe into the world of financial advice, but not ready for a full commitment to working in partnership with a financial planner just yet. You’ll have Free Access to exclusive content for our Eva Essential Members only including:
Investments and Portfolio Management
Retirement Planning and Pensions
Inheritance Tax (IHT) and Estate Planning
Tax Efficiency
Pension Withdrawal Management
Life Insurance and Financial Protection
Income Generation
Long Term Care
Mortgages
To find out more about our full financial planning service, get in touch today.
The EVA Way – It’s as easy as 1,2,3 …
Our 3-step process
Our simple three-step “explore, engage and evolve” process breaks each stage down into uncomplicated components.
Explore
You can expect us to ask lots of relevant questions so that we can really get to know you, your concerns and your goals. It’s not just about your money, it’s about your life and values, and this stage allows us to fully understand every aspect of your circumstances.
Engage
Now we know you and your goals, we create a comprehensive financial roadmap for your future. You can see how your plans, investments and wider wealth overlap and what the most effective strategy for you is. This is important, as often the whole is more than the sum of its parts.
Evolve
Life never stands still for long, so the best financial plans are designed to carry an element of flexibility. If your long-term goals need to change, so can your plan. This does not always mean changing your goal, just the road that gets you there.
Our Fees
We are committed to only working with you if we feel that we can add value to you.
Once we get to know you, your situation and the level of complexity involved, we will confirm costs before going forward, but we will never begin any work with you until we have have agreed with you in writing prior, and there are no hidden costs or surprises along the way.
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Articles & Resources
Here are a few resources you may find useful. Join our FREE Eva Essential program for a wealth of further articles, videos and tools.