Wealth Management

Money does not manage itself: do you have good financial plans in place?

Evans & Partners Financial Services Limited.

Carole Nicholls is one of the best Independent Financial Advisors in the country and she has worked for Evans & Partners Financial Services Ltd for 20 years.

She is a Chartered Financial Planner and was a finalist in the IFA Woman of the Year award.

Carole Nicholls, Evans & Partners Financial Services Limited

Tel 0117 922 1403 email: carole.nicholls@evanspartners.co.uk

How can we help?

Businesses

• Can you protect your family if you cannot work or die?
• Are agreements in place with other business partners in the event of death or illness?
• Do you have adequate existing life cover?
• Have you considered tax effective employee benefits / pensions / life assurance / health insurance?

Individuals

• How well are your investments performing?
• How safe are your assets?
• Do you have adequate plans for your retirement?
• Have you made suitable inheritance plans?

Pre-Retirement

We will discuss with you what your ambitions are for retirement and create a retirement strategy based on your needs.

• Do you need advice on investment of capital?
• Do you need help with planning long term care?
• Have you made good Inheritance Tax plans?

Financial Health Check

This service is designed to give you excellent, useful advice at a very reasonable price.

£95 standard fee

What is included:

• Consultation (up to 45 minutes).
• A written review summarising our findings and including recommendations.

If we proceed to give you a full recommendation the fees will be fully outlined upfront.

Contact us

Evans & Partners Financial Services Limited,

9 St Augustines Parade, Bristol BS1 4UT

Tel          0117 922 1403

Fax         0117 922 5919

email: carole.nicholls@evanspartners.co.uk

Evans & Partners Financial Services Ltd is authorised and regulated by the Financial Services Authority.  12.12.08