Business Details
Your Trusted Partner for Financial Planning Solutions
Evans Ash Financial Services is an established firm of Independent Financial Advisers (IFA) and Chartered Financial Planners dedicated to delivering tailored financial solutions. With decades of combined experience, we specialise in guiding individuals and businesses through wealth accumulation, protection, and strategic planning. Our FCA-authorised status ensures adherence to rigorous regulatory standards, while our client-centric approach prioritises long-term relationships over transactional interactions. We employ a structured methodology beginning with discovery meetings to understand personal goals, followed by bespoke strategy development, implementation, and ongoing reviews. Our expertise spans retirement planning, investment management, family protection, and later life planning, addressing both immediate needs and future aspirations.As a regulated entity (FCA Register Number 4343137), we maintain transparency in all communications and operate with full compliance to UK financial regulations. Our team's qualifications and commitment to continuous professional development ensure clients receive up-to-date, technically sound advice. We serve clients across Penkridge and surrounding areas, combining local market knowledge with national regulatory compliance. Our proven track record demonstrates consistent delivery of financial strategies that align with individual circumstances and evolving life stages.
Services
Wealth Management
Retirement Planning
Saving and Investing
Protecting Your Family
Home Buying
Business Planning
Later Life Planning
Highlights and features
- We are Chartered Financial Planners with FCA authorisation
- Our structured approach ensures tailored financial strategies
- We specialise in long-term wealth management and protection
- Our team maintains continuous professional development certifications
- We provide transparent, jargon-free financial advice
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service creates comprehensive strategies to grow and protect your assets. We assess your financial situation, risk tolerance, and long-term goals to develop customised investment portfolios. This service helps clients maintain financial stability while working towards wealth accumulation across multiple generations.
Retirement Planning
Specialist retirement planning ensures your financial security during later life stages. We evaluate pension provisions, income requirements, and lifestyle aspirations to create sustainable withdrawal strategies. Our approach balances immediate needs with longevity considerations while optimising tax efficiency within regulatory frameworks.
Protecting Your Family
This service safeguards your family's financial future through life insurance, critical illness cover, and inheritance planning. We assess protection needs against potential risks, ensuring mortgage obligations and living expenses remain covered during difficult circumstances while maintaining regulatory compliance.
Mortgage Solutions
Our mortgage advisory service navigates evolving property market regulations to secure suitable home financing. We analyse lending criteria, interest rate options, and affordability assessments to help clients achieve property ownership while maintaining financial stability.
Later Life Planning
Specialist later life planning addresses complex financial requirements for older clients. We provide expert guidance on equity release, care funding strategies, and intergenerational wealth transfer while considering tax implications and regulatory requirements for vulnerable clients.
People
Martyn Evans
Partner
Martyn Evans co-founded Evans Ash Financial Services with over 25 years' experience in financial planning. His expertise spans wealth management and retirement strategies, maintaining FCA-authorised status while ensuring regulatory compliance across all client interactions.
Ceri Evans
Partner
Ceri Evans co-leads the firm with specialist knowledge in family protection and investment strategies. With Chartered Financial Planner status, she focuses on delivering tailored solutions while maintaining the firm's commitment to regulatory excellence and client education.
Questions
What financial services do you specialise in?
We specialise in wealth management, retirement planning, family protection, home buying finance, business planning, and later life solutions tailored to individual circumstances.
Are you regulated by financial authorities?
Yes, we are Authorised and Regulated by the Financial Conduct Authority (Register Number 4343137) and hold Chartered Financial Planner status.
How do you approach financial planning?
Our structured process includes discovery meetings, strategy development, face-to-face recommendations, implementation, and regular reviews to ensure ongoing suitability.
What areas do you serve?
While based in Penkridge, Staffordshire, we provide financial advice to clients across the UK through both in-person and remote consultations.
