Welcome to Evans Hart Ltd
Our firm has four Partners and between us we have over 100 years of experience in advising clients on financial planning and investment.
We all follow the same principles in advising clients:-
- Help you to set realistic long-term goals
- Set out alternative scenarios and choices five and ten years ahead, and throughout life
- Recommend actions to achieve your goals
- Manage risk by providing for unexpected events and catastrophes
- Implement the recommendations
- Monitor the plan and take further action on a regular basis
Our key areas of specialisation
Financial Planning
We assist you to set realistic long term goals. We collect information about your position including assets and liabilities and income and expenditure. We then set out different choices and scenarios, and help you to make decisions about your future.
We agree a long-term plan and then assist you to implement it. We review this on a regular basis.
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Investment Strategy
Our firm is authorised as an Discretionary Investment Manger. We undertake research into the performance of financial markets. We construct portfolios tailored to each client's needs. We believe that investment strategy should be based on a scientific analysis of data.
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Management of Assets
We advise on how to manage your savings, pensions and investments in a cost-effective way. We usually advise using a "Tax Wrapper" Platform. This combines a General Investment Account (GIA), Individual Savings Account (ISA) and Pension, all under one portfolio.
More >Meet the team
Meet our team of friendly advisers. More >