Evergreen Financial Planning
Initial consultation free
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We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
We can advise you on
Clients
helped
14helped
Minimum
pension value
£20k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Tommy Hong
Financial Adviser
What our clients say
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Paul
I was approaching the age of 55 and wanted to explore taking 25% tax-free from my pension. Tommy Hong conducted some research and discovered that I had another pension I wasn’t even aware of. The...
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Cliff
My pension was maturing, and I wanted to take 25% as tax-free cash. This meant I needed to move the remaining amount into a drawdown account. Tommy advised me on the available investment options for...
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Shilan
I was considering my pension planning and retirement options and wanted a clear understanding of my financial position. Tommy carried out a thorough review of my finances and guided me through the...
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Austin
I was considering taking out life and critical illness insurance but wasn’t sure how much coverage I needed or how it would align with NHS benefits. I was also looking for guidance on savings and...
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Shu
I had been considering estate planning and wanted a financial review for peace of mind. Tommy provided a thorough overview of all key areas of financial planning, including protection, savings and...
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Marcia
I wanted to speak with someone to understand whether my pensions were on track for when I eventually retire. Tommy spent considerable time helping me understand my overall financial position, my risk...
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