EVA Capital

Business Details

6 Years

experience

Your Trusted Financial Advisers in Worcester

EVA Capital is a boutique wealth management firm dedicated to delivering personalized financial solutions. Founded in 2020 by Managing Director Hannah Edwards, we combine 70 years of collective industry experience with a commitment to building close client relationships. Our team specializes in retirement planning, investment strategy, corporate finance, and protection planning, ensuring clients receive tailored advice aligned with their life goals. We collaborate with external professionals like accountants and lawyers to provide a holistic approach to financial planning. Regulated by the Financial Conduct Authority, we prioritize transparency, ethical standards, and client-centric service.

With offices in Worcester, we serve individuals and businesses across the UK, offering expertise in navigating complex financial decisions. Our focus on collaboration ensures clients feel supported at every stage of their financial journey. We pride ourselves on simplifying intricate financial concepts and empowering clients to make informed decisions. Whether planning for retirement, managing investments, or addressing estate planning needs, our approach remains rooted in trust and professionalism. EVA Capital stands as a trusted partner for those seeking comprehensive wealth management solutions.

Services

Retirement Planning Suddenly Single Investment Planning Corporate Planning Protection Planning Estate Planning

Details

Year established: 2020

Highlights and features

We offer 70 years of combined experience in financial services.
Our personalized approach ensures tailored solutions for every client.
We are authorized and regulated by the Financial Conduct Authority.
We collaborate with accountants and lawyers for holistic financial planning.
We prioritize transparency and ethical standards in all client interactions.

Associations and certifications

Financial Conduct Authority
Financial Ombudsman Service

What people say

Personalised client service Highly qualified advisors Collaborative approach Excellent communication Trustworthy guidance

Website

Update Listing

Services

Retirement Planning

Our retirement planning service helps clients navigate pension freedoms and advanced qualifications like G60/AF3. We assess whether your current savings align with retirement goals, offering strategies to maximize tax efficiency and legacy planning. With UK life expectancy rising, we ensure your financial blueprint supports long-term aspirations while addressing complex pension arrangements.

Suddenly Single

We specialize in financial guidance during divorce or bereavement, offering Resolution Accredited support. Our team assists with collaborative financial neutral roles, statement of information preparation, and connecting clients with top UK family lawyers. For bereaved beneficiaries, we simplify probate processes and trust management to minimize stress during challenging times.

Investment Planning

Our investment planning covers passive and discretionary mandates tailored to risk tolerance. We optimize tax allowances through ISAs and bespoke portfolios, ensuring alignment with client preferences. With expertise in market dynamics, we guide clients from initial investment strategies to ongoing portfolio monitoring for long-term growth.

Corporate Planning

We advise business owners on exit strategies, succession planning, and employee benefits. Our services include share option schemes, pension arrangements, and cash investment strategies. By collaborating with professional networks, we address corporate finance needs from strategic growth to tax-efficient wealth preservation for shareholders and management teams.

Estate Planning

Our estate planning utilizes trusts, offshore bonds, and life insurance to minimize inheritance tax. We adapt strategies to evolving regulations, ensuring asset protection and legacy goals. From discounted gift trusts to solicitor-drafted frameworks, we provide dynamic solutions for passing wealth to future generations while respecting client values.

People

Hannah Edwards

Managing Director

Hannah Edwards founded EVA Capital in 2020 with 25+ years of financial services experience. A former stock broker, she specializes in retirement planning and investment strategy. Her collaborative approach ensures clients receive tailored advice aligned with their life goals.

Questions

What services does Eva Capital Management offer?

We specialize in retirement planning, investment strategy, corporate finance, protection planning, and estate planning for individuals and businesses.

Are you regulated by financial authorities?

Yes, we are authorized and regulated by the Financial Conduct Authority (FCA Number 934844).

Do you work with clients outside Worcester?

Yes, we serve clients across the UK, collaborating with professionals nationwide to provide holistic financial solutions.

How do you handle estate planning?

We use trusts, offshore bonds, and life insurance to create tax-efficient estate plans tailored to your legacy goals.

What experience does your team have?

Our team has 70+ years of combined experience in financial services, including advanced pension qualifications and investment expertise.

Reviews (5)

Write a Review

Meles Meles

Nov 27, 2021 Report

Positive:Professionalism,Quality
The team at Eva Capital Management are extremely friendly and professional. Hannah delivers expert bespoke financial advice on a level that is so easy to understand. The customer focus received here is second to none. I am more than delighted to be a ECM client, and I cannot recommend them enough.

Kem Pugh

Nov 16, 2021 Report

Eva Capital Management are outstanding in their field. The staff are delightful, highly professional and available immediately to deal with any questions. A pleasure to work with.
Investments are carefully tailored to client's requirements and are closely monitored on a regular basis. I can thoroughly recommend this firm.

Howard Painter

Nov 14, 2021 Report

I use Eva Capital Management Ltd and, in particular, Hannah Edwards to advise not only myself but clients and friends who ask for referrals to a trustworthy and effective financial adviser. As well as providing a reliable and professional service Eva Capital Management doesn't bamboozle with jargon and time is taken to ensure you fully understand what the recommendations mean. Absolutely no hesitation in recommending this adviser and firm.

Jenefer Thomason

Nov 08, 2021 Report

The staff at Eva Capital management are always instantly responsive, very helpful and friendly. It is a very professionally run business and very good at understanding my needs and that of my family,both now and in the future. I very much appreciate that people matter more than the money.

David Robertson

Apr 27, 2021 Report

This is a FIVE STAR service. Integrity is essential when dealing with clients financial matters; Hannah Edwards has that in abundance. She is by far the most professional adviser I have encountered. I have placed all my financial matters in her hands and I couldnt find a better service. I wholeheartedly recommend her to you whether you are a widowed pensioner or a landed gentry. Just speak to her and you will soon be impressed. She is excellent.