Evans Hart Limited

Independent Financial Adviser Regus, Jubilee House, 3 The Drive, Great Warley, Brentwood, Essex, CM13 3FR

First meeting at adviser's own cost

Response rating

7.0/10

8th October 2018

Completely impartial advice to help you invest for the best possible future.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Martin Turbin CFP

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

AF2 - Business Financial Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to business.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations

What our clients say

I was recommended to Martin by a mutual friend about 20 years ago. I’m a retired stockbroker so I know a lot about investment but Martin has a broader knowledge which I find extremely valuable. If Martin doesn’t have the expertise, he is the first to admit it and can recommend people who provide a good service. He also works well with my accountant. The relationship with Martin is vital and we have become friends. You need implicit faith in a financial adviser as you are talking about extremely important and extremely personal things.

Chris Radmore, Royston

Martin has been absolutely wonderful. When my husband died unexpectedly, he held my hand throughout. It was so reassuring to have someone who was so kind and unthreatening helping me organise my finances. I’d never done anything like this before, I was a wife that didn’t have to manage money. Martin gave me the confidence, which I was sadly lacking and the sense not to be frightened. I don’t worry about a thing.

Bridget Geddes, Oxford

We’ve been with Martin for many years following him rather than the firm. We were very glad when he set up on his own. Everything he has done has been over and above what we could expect and the advice is always excellent and pragmatic. My wife first met Martin for commercial reasons when he visited the firm she worked at. She was so impressed with him that we looked him up. We now regard him as a personal friend.

Roy & Janet Barnes, Billericay

Where to find us

Regus, Jubilee House, 3 The Drive, Great Warley, Brentwood, Essex, CM13 3FR

About us

We listen carefully to you until we understand your goals. With this understanding we then strive to improve your financial position.

We aim to create a long term relationship with you and continue to provide you with the very best advice on pensions, investments and financial planning to ensure you are maximising your tax efficient savings allowances.

We pride ourselves in researching and selecting the very best investment funds for your portfolio and ensuring your investments remain on track to achieve your goals.

Our services

We are passionate about helping you achieve and maintain your financial independence so you can retire when you choose without ever having to worry about running out of money.

Retirement and investment planning is our key focus as we help you to maintain your lifestyle into retirement and beyond.

We also ensure your investments are tax efficient and look at the whole picture as we address all of your financial needs, even those which you may not have considered.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Website

Contact options

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