Business Details
Trusted Financial Advisers in Penkridge
Evans Ash Financial Services is an established firm of Independent Financial Advisers and Chartered Financial Planners dedicated to delivering tailored financial solutions. With a focus on building long-term client relationships, we specialise in guiding individuals and businesses through wealth accumulation, protection, and strategic financial planning. Our structured process begins with understanding your unique goals, values, and risk profile, followed by the development and implementation of bespoke wealth management strategies. We provide ongoing support through regular reviews to ensure your financial plans remain aligned with your evolving needs.Our team combines technical expertise with a client-centric approach, ensuring compliance with UK regulatory standards while prioritising transparency and trust. We serve clients across the UK, offering expertise in retirement planning, investment strategy, and later life financial management. Our commitment to excellence is reflected in our authorisation by the Financial Conduct Authority and our adherence to rigorous professional standards. We believe in empowering clients to achieve their financial aspirations through clear communication, comprehensive planning, and continuous support.
Services
Wealth Management
Retirement Planning
Saving and Investing
Protecting your Family
Home Buying
Business Planning
Later Life Planning
Highlights and features
- We are Chartered Financial Planners with specialist expertise in wealth management.
- Our structured process ensures tailored financial strategies aligned with client goals.
- We provide ongoing support through regular face-to-face review meetings.
- Our team holds authorisation and regulation from the Financial Conduct Authority.
- We specialise in complex areas including later life and protection planning.
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service creates tailored strategies to grow and protect your assets. We combine investment planning with risk management to address both short-term needs and long-term goals. Clients benefit from regular portfolio reviews and adjustments aligned with market conditions and personal circumstances.
Retirement Planning
We design retirement plans that balance your aspirations with financial realities. Our approach considers pension consolidation, tax efficiency, and sustainable income streams. We help clients transition smoothly into retirement while maintaining financial security throughout later life stages.
Protecting your Family
This service focuses on safeguarding your family's financial future through life insurance, critical illness cover, and inheritance planning. We assess your specific needs to create protection strategies that prevent wealth erosion from unexpected events while ensuring family stability.
Home Buying
We provide expert guidance through evolving mortgage regulations and lending criteria. Our service covers affordability assessments, mortgage product selection, and remortgaging strategies. Clients receive tailored advice to secure optimal financing solutions for residential property purchases.
Later Life Planning
Specialist advice for managing financial matters in later life, including equity release, care funding strategies, and intergenerational wealth transfer. We ensure compliance with regulatory requirements while addressing the unique challenges of retirement and estate management.
People
Martyn Evans
Partner
Martyn leads our wealth management division with over 25 years of experience in financial planning. He specialises in complex investment strategies and retirement solutions, maintaining Chartered Financial Planner status and FCA regulatory compliance expertise.
Ceri Evans
Partner
Ceri focuses on family financial security and later life planning. With specialist qualifications in protection and estate planning, she has guided clients through complex financial decisions for two decades, ensuring tailored solutions aligned with regulatory standards.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, mortgage advice, family protection, and later life financial planning for individuals and businesses.
How do you ensure advice is tailored to my needs?
Our structured process includes discovery meetings, strategy development, and regular reviews to create and maintain personalised financial plans aligned with your goals.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority, with registration number 434317.
How do you charge for your services?
Our fee structure is transparent and discussed during initial consultations. Charges vary by service complexity and are agreed upon before implementation.
Can you help with complex financial situations?
Our team has expertise in complex areas including inheritance tax planning, equity release, and cross-border financial arrangements, providing specialist solutions.
