Furnival Evans Ltd

Independent Financial Adviser  Cover House, Kidderminster, Worcestershire, DY10 1HE
First meeting at adviser's own cost
Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Capital gains tax
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020
Meet our advisers
Julian Furnival
Director/Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Johanne Evans DipFA,CeLTCI,MIFS
Director/Adviser

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Local

Where to find us
Head office address: Cover House, Stourport Road, Kidderminster, Worcs, DY10 1HE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th September 2020

Similar advisers near you

Independent Financial Adviser 0.23 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
 
Independent Financial Adviser 1.12 mi
Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
 
Independent Financial Adviser 2.31 mi
Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
 
Independent Financial Adviser 2.75 mi
20 Years Experience, Director & Chartered Financial Planner, Independent and Directly FCA Authorised