Evans Falco LLP

Independent Financial Adviser  Whitakers, Cornwall, Newquay, TR7 1AD
First meeting at adviser's own cost
Intelligent financial planning and guidance from friendly and approachable experts based on many years of life experience and wisdom
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Mark Williamson
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?

- Finding out what makes our clients tick and helping them achieve their life ambitions (interesting!)
- Making complex technical stuff simple (including final salary pension transfers,equity release, and long term care plans)
- Conducting our business with honesty, integrity and professionalism (as you would expect)

Our services

Absolutely independent advice on pensions, investments and every aspect of financial planning. Please note: Due to the current financial climate, we have opted to limit our Defined Benefit pension transfer advice to pension policies with Guaranteed Annuity Rates and Defined Contribution Occupational Schemes without safeguarded benefits.

Tax efficient strategies for wealth preservation and inheritance planning

Where to find us
Head office address: Whitakers, Bryndon House, 5-7 Berry Road, Cornwall, Newquay, TR7 1AD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020

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