With team experience of 50 years in the financial services industry, EVA Capital Management aims to bring the personal touch to financial services. Eva Capital Management is a boutique wealth management firm with the ability to offer the broadest spectrum of private client advice.
Founded by Eva Managing Director Hannah Edwards in early 2020, the business is underpinned by two things; close working relationships and a highly personalised client level of service.We all look forward to retiring comfortably. EVA Capital planners hold advanced pension qualifications to guide and reassure you through the process.
Founded by Eva Managing Director Hannah Edwards in early 2020, the business is underpinned by two things; close working relationships and a highly personalised client level of service.We all look forward to retiring comfortably. EVA Capital planners hold advanced pension qualifications to guide and reassure you through the process.
Services
About Eva
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At Eva Capital Management we try to get to the heart of what you the client is looking to get out of life. Often our non-financial goals will drive our financial ones. Building that all important financial blue print can be life changing or affirming; "Can I afford to retire?", "Can I afford to help my child get on the property ladder?" are often two very common questions asked.
Our Team
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Hannah has been in the industry for many years, having managed either larger teams of client facing planners or more recently sat at the board table of a regional wealth manager.
Her successes have led to several professional awards, including the Worcestershire Business Women of the Year 2013 while in summer 2019 Hannah secured the UK Investment Advisor of the Year and IFA of the Year for the Midlands and East Anglia at the Annual Professional Advisor awards.Managing Director and owner of Eva Capital Management Hannah Edwards still cuts a fairly unusual figure within the world of wealth planning.
Her successes have led to several professional awards, including the Worcestershire Business Women of the Year 2013 while in summer 2019 Hannah secured the UK Investment Advisor of the Year and IFA of the Year for the Midlands and East Anglia at the Annual Professional Advisor awards.Managing Director and owner of Eva Capital Management Hannah Edwards still cuts a fairly unusual figure within the world of wealth planning.
Retirement Planning
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Whenever you come to the retirement planning table whatever age; make sure your planner holds the most advanced pension qualification there is. Either known as G60 or AF3 (sorry for the jargon!), this will ensure any person giving comment about your pensions will be sufficiently technical. We are all living longer.
Suddenly Single
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There are few things in life more stressful than losing a loved one, either through divorce or bereavement. At Eva Capital Management we've been there. And got the T-Shirt. Going through a divorce can be harrowing, complex and lengthy. While one needs to be mindful of costs, avoiding specialist financial advice altogether may prove costlier in the long run.
Investment Planning
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It is generally preferable to have a master plan about your finances. The discussion around your investments should therefore follow after. That said, there may be some clients for whom the investment aspect is the element that is of greatest interest to them. At Eva Capital Management we have a particular interest in the underlying investment solution.
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