For many years it has been the accepted wisdom that you should diversify your investment portfolio. That means diversifying by types of investments – with say, your exposure to the stock market balanced by more cautious investments in bonds and, perhaps, funds that invest in property. Common wisdom says you should also diversify geographically – […]
Introduction It is interesting to look back 12 months to Rishi Sunak’s first Budget: it was followed by a year none of us could have predicted or imagined. The Conservatives had won a comfortable majority in the December 2019 General Election. As expected, Sajid Javid became Chancellor and, in January, announced that the Budget would […]
Founder, Sarah Roughsedge, launched Eva Wealth to provide a highly qualifed Independent Financial Services company that has women at the very heart of it. Eva Wealth has a rich family heritage and a history of loyalty. We are a family firm, privately owned and fully independent.
We offer an initial meeting at no cost. If you like what you have read about us, give us a call on 01935 315611 and we will happily meet with you to allow us each to assess whether we feel this is a journey we can embark on together!
Sarah Roughsedge, Founder
Eva Wealth Management for Women
Bay Tree House, Lower Street, West Chinnock, Somerset TA18 7PT
T: 01935 315611
E: [email protected]