The EVA Way- Our financial planning service - Eva Wealth Management for Women

The EVA Way – Our financial planning service

We liken financial planning to providing a map with personalised stopping points along the route. The route of travel may be reasonably clear (or for some, it may not!), but there are several route options, vistas to observe from and experiences along the way that with careful consideration and planning, can be navigated more effectively as a result of planning ahead. Ultimately, financial planning seeks to better facilitate your most fulfilling life journey.

At Eva, we work in a way that gets to the heart of your financial goals, listening to what you want and where you want to be, and providing individually tailored strategies to get you there. We find that working ongoing in partnership means we can provide regular support with your financial plan allowing for any unexpected twists and turns along the way and helping you make sure you stay on track.

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.

Get in Touch

EVA Wealth – Stronger Together

Having clear expectations from the outset, helps you to understand what to anticipate when we work together. We offer an initial consultation at no cost to you which lasts approximately 30 minutes.

Watch our short video here to see more about us and how we work.

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.