Evolve Financial Planning

Independent Financial Adviser Little Rivar, Rivar Road, Shalbourne, Wiltshire, Marlborough, SN8 3RL
FCA verified
10th December 2018
Financial Planning is about peace of mind. Are you on track to the financial future you want? We can help
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • 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
Meet our advisers
adviser-person
Nicola Tait
Financial Planner
Where to find us

Little Rivar, Rivar Road, Shalbourne, Wiltshire, Marlborough, SN8 3RL

About us

We are a fast growing, independently owned business with our main offices in London and Manchester, but one of our planners does live in Wiltshire (near West Berkshire) and is happy to meet with people in the local area. We offer financial and investment planning advice to private individuals who are, or aspire to be, financially independent. Our services and fees will be discussed at an introduction meeting which will be provided without charge. We want to hear from people who are keen to make the most of their money, but more importantly their lives.

Our services

Our clients range from people in their 20s, 30s and 40s who want to make the right decisions relatively early in their financial lives, to those in their retirement years who want to make the best use of their assets and, in many cases, minimise Inheritance Tax. Above all else, they want an adviser who is going to give them the peace of mind that they are "on track" and are making the best use of the fortunate financial position they find themselves in. In a nutshell, that’s what we do.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Evolve Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 5207803. Registered office: 152-160 City Road, London, EC1V 2DW.
Past performance is no guide to future performance. The value of investments, and the income from them, can go down as well as up and investors may not get back the amount originally invested.

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