Business Details
6 Years
experience
Personalised Financial Advisers in Worcester
EVA Capital is a boutique wealth management firm established in 2020 by Managing Director Hannah Edwards. With over 70 years of combined team experience in financial services, we specialise in delivering highly personalised client-focused advice. Our expertise spans retirement planning, investment strategy, corporate finance, protection planning, and estate management, underpinned by advanced pension qualifications and Resolution Accredited status. We prioritise collaborative relationships, working closely with clients' existing professional advisors to ensure cohesive financial solutions.Regulated by the Financial Conduct Authority (FCA Number 934844), we adhere to rigorous standards of transparency and client advocacy. Our approach combines technical excellence with empathetic guidance, particularly supporting clients during life transitions such as bereavement or divorce. We serve individuals and businesses across the UK from our Worcester office, maintaining a commitment to evolving financial strategies that align with changing personal circumstances and regulatory landscapes.
Services
Retirement Planning
Investment Strategy
Corporate Finance
Protection Planning
Estate Management
Divorce Financial Advice
Bereavement Support
Tax Optimisation
Trust Management
Pension Reviews
Details
- Year established: 2020
Highlights and features
- 70+ years combined team experience in financial services
- FCA-authorised and Resolution Accredited professionals
- Advanced pension qualifications for technical expertise
- Collaborative approach with existing client advisors
- Specialist support during life transitions like divorce
Associations and certifications
- Financial Conduct Authority
What people say
Highly professional
Excellent service
Technical expertise
Empathetic guidance
Proactive communication
Services
Retirement Planning
Our advanced pension qualifications enable comprehensive retirement strategies tailored to individual needs. We assess current pension arrangements, navigate complex tax implications, and ensure clients remain on track to achieve their retirement aspirations. With expertise in pension freedoms and legacy planning, we help clients make informed decisions about their financial future while considering intergenerational wealth transfer.
Suddenly Single Support
Specialist financial guidance during divorce or bereavement, combining technical expertise with empathetic support. We assist with collaborative financial settlements, statement of information preparation, and trust management. Our Resolution Accredited professionals work alongside legal advisors to ensure seamless financial transitions while protecting clients' long-term interests during emotionally challenging periods.
Investment Planning
Customised investment strategies balancing risk tolerance with financial goals. We offer solutions ranging from passive low-cost options to bespoke discretionary mandates. Our independent approach focuses on tax-efficient portfolio management, ISA optimisation, and regular investment reviews. Former stockbroker Hannah Edwards leads our investment selection process, ensuring alignment with clients' personal circumstances and market conditions.
Estate Planning
Comprehensive inheritance tax planning using offshore bonds, trusts, and insurance solutions. We create dynamic strategies that adapt to regulatory changes while respecting clients' personal wishes. Our services include trust management, asset protection, and probate support, ensuring smooth wealth transfer to beneficiaries while minimising tax liabilities through proactive, evolving financial strategies.
Corporate Planning
Tailored financial solutions for business owners and shareholders. We develop exit strategies, succession plans, and employee benefit schemes including pension arrangements and share options. Our advice covers corporate cash investment strategies and long-term financial planning, working closely with business leaders to align personal and corporate financial objectives in changing economic environments.
People
Hannah Edwards
Managing Director
Former stockbroker with 20+ years' experience in financial services. FCA-authorised, Resolution Accredited professional specialising in retirement planning and investment strategy. Leads client relationships with a focus on collaborative, transparent advice. Holds advanced pension qualifications and manages corporate and individual client portfolios.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment strategy, estate management, corporate finance, and support during life transitions like divorce or bereavement.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA Number 934844) and adhere to their standards.
How do you work with other professionals?
We collaborate with accountants, lawyers, and bankers to ensure cohesive financial solutions that align with your overall professional advisory team.
What makes you different from other advisers?
Our combination of technical expertise, Resolution Accredited status, and personal approach creates tailored solutions for complex financial situations.
How are investment decisions made?
Decisions are based on your personal circumstances, risk tolerance, and financial goals, with transparent communication throughout the process.
Do you work with UK-based clients only?
While based in Worcester, we work with clients across the United Kingdom on both personal and corporate financial matters.
