Evans Falco LLP

Independent Financial Adviser Queens Chambers, 38-40 Queen Street, Penzance, Cornwall, TR18 4BH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Intelligent financial planning and guidance from friendly and approachable experts
We can advise you on
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group risk
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Treve Evans ACA, FPFS
Partner
Accreditations
Chartered Financial Planner
Rosie Falco FPFS
Partner
Accreditations
Chartered Financial Planner
Where to find us

Queens Chambers, 38-40 Queen Street, Penzance, Cornwall, TR18 4BH

Contact us
About us

Evans Falco is a modern, professional, Chartered Financial Planning practice, born from a belief that clients deserve unbiased and technically excellent advice at a realistic cost, presented in a clear and transparent manner. We are not owned by a bigger parent company so all the decisions are made by us in house.

What are we good at?

- Making complex technical stuff easier to understand (including final salary pension transfers,equity release, and long term care plans)
- Finding out what makes our clients tick and helping them achieve their life ambitions (interesting!)
- Not being salespeople (essential)
- Conducting our business with honesty, integrity and professionalism (as you would expect)

Our services

Absolutely independent advice, based on the choice of the whole market for both products and providers

Bespoke lifestyle financial planning, incorporating cashflow modelling where appropriate

Tax planning for individual and business clients

Investment portfolio management

Liaising with your accountant / solicitor / doctor as required

Flexible fee options to suit different clients' preferences

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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