Welcome to Evans Ash Financial Services LLP

We are Independent Financial Advisers (IFA) and Chartered Financial Planners providing personalised advice to individuals and companies. We believe in building client relationships for the long-term, guiding you through the stages of wealth accumulation and protection with a plan, helping you meet your financial objectives and bringing you closer to reaching your main life ambitions.

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How we work with you

We have a clear process to understand your goals and develop appropriate recommendations, based on…


It all starts with a

Discovery Meeting

to identify your goals, values, ambitions, concerns and attitude to risk



We then develop a proposed Wealth Management and Investment Strategy for you


Recommendation Meeting

We present our strategy to you face to face and guide you through the options



Upon agreement, we then begin the implementation process of your plans & set up the necessary accounts


Follow up

We will contact you check that all is well with your paperwork and see if any changes need to be made to meet your needs



Regular face to face review meetings are held with you to monitor and review the performance of your plans

Home Buying

The rules on mortgages are always changing and the requirements seem to go from straightforward to complex in the blink of an eye.

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Protecting Your Family

How do we best cater for a death or an illness and stop our beloved home or hard worked for savings and pensions being taken away from you?

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Retirement Planning

We all have some dreams and aspirations and often see these as coming to the fore when we retire.

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Saving and Investing

Our approach is to ensure you are able to combine short term easy access needs with a longer term so that your investments are able to meet a number of needs.

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Later Life Planning

We are fully qualified and experienced in this specialist area, ensuring that we can help you or your family meet this challenging area.

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Wealth Management

It is not just for the ultra-wealthy, it is also for those who are starting to receive or generate increasing wealth and do not want to lose it.

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Your Money Advice Blog

Later life

Hopefully you will live to a ripe old age having enjoyed your retirement to the full. However as you get older you may have more health issues; ...

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Slowing down

As you get older it is inevitable that you will slow down a bit. It might be for a variety of different reasons from health issues to having done ...

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Retirement is still some way off but doing nothing is not an option

You are likely to be over 50 and have between 10-15 years still to go until your selected retirement date (SRD) or the age when you can draw down ...

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