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
FCA verified
15th July 2019
Intelligent financial planning and guidance from friendly and approachable experts
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Treve Evans ACA, FPFS
Chartered Financial Planner
Rosie Falco FPFS
Chartered Financial Planner
Where to find us

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

Make an enquiry
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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