Wealth Management

Carole Nicholls wins 2 awards at the Money Management Financial Planner Awards 2010, in association with the Institute of Financial Planning.

Carole once again proved herself to be one of the leading Independent Financial Advisors in the country by winning no less than 2 of the 10 awards: Options in Retirement and Cautious Investment.

http://mmawards.ftadviser.com/winners-2010/

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

Evans & Partners Financial Services Limited.

Carole Nicholls Nov 2010

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 has prepared some excellent Case Studies to illustrate how planning your finances can pay dividends.

Case Study - Inheritance Tax, Case Study - Open Market Option, Case Study - Drawdown, Case Study - Review Pre-Retirement, Case Study - Review Post-Retirement

 

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