We have been established for over 30 years and are a totally independent Financial Planning led integrated wealth management consultancy.
OUR TEAM
Our Team consists of Seven Financial Advisers. Each hold the Diploma in Financial Planning and are authorised by the Financial Conduct Authority.
OUR SERVICES
We see ourselves as your partner for all asset management issues focusing on the long-term, rather than the short-term success.
DOCUMENT LIBRARY
Visit the document library for a range of updates on the impact of legislation and Evans Hart advice. Documents are simple to view or download.
RETIREMENT PLANNING
Long term planning for retirement is vital and not something that should be approached as a last minute afterthought.
WEALTH MANAGEMENT
Our clients have access to regular updates on changes to legislation and how it can affect their long term financial planning
MANAGING INVESTMENTS
We can develop an individual investment strategy for you using our expertise in managing asset investment.
FINANCIAL CASHFLOWS
Plan accurately for future contingencies, such as a new car, a house move or paying for a wedding or school fees.
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EH NEWS
Client Histories
Building a strong personal relationship with our clients is the foundation stone of our business and through our interactions over time we have become aware of the many personal histories of the people we deal with. These stories are always incredibly interesting on a personal level as they reveal insights and historical detail, through direct personal experience, of times forgotten by many. Read More…
Office Move
The London office moved from Cursitor Street in June 2017 to new offices located close by on Fleet Street … Read More
Evans Hart gains a place in the Top 100 IFAs in the list published by New Model Adviser, out of a total of about 5,000 firms. Read more …
Business News
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- How the doughnut became a million dollar ideaThe BBC's Aaron Heslehurst explains how the doughnut became a million dollar idea.
- The Worcester high street that's come back to lifeFrom a Balkan breakfast to knitting - traders are diversifying to try to buck the trend of falling sales in the high street.
- MPs and taxpayers on retrospective loan charge paymentsAnger is growing among taxpayers facing large demands from HMRC over their loan charge repayments.
- Politics of automation: Factory workers and robotsHumans and robots working together in a factory may excite some tech geeks, but worry others who fear job losses.
- Lavazza boss: bringing new blood into the family firm.CEO Secret: How family-owned coffee firm Lavazza brought in new blood in its bid to go global.