Financial Services

We believe that our clients need to have access to advice that is not only expert advice, but also advice that is independent. We have access to advisors who are regulated by the Financial Services Authority who are able to offer you independent whole of market advice regarding various options to make retirement more affordable.

Keith Evans & Company Solicitors can offer Bespoke Financial Planning Service to clients.

With financial planning becoming ever more complex, there has never been a better time to take advice from someone that you can trust. You will be safe in the knowledge that any advice you will receive will be fully independent.

We will initially offer a free, no obligation financial review encompassing your existing situation; together with an exploration of your current and future objectives. This includes researching the market for the most appropriate solutions, which accurately meets your requirements, completing the necessary documentation and following through to a successful completion of the recommendations given.

Services

The services that we are pleased to offer include: 

  • Investment Advice 
  • Long Term Care 
  • Inheritance Tax Planning 
  • Planning 
  • Family Protection 
  • Tax Planning 
  • Review of Existing Financial Arrangements 
  • Equity Release 
  • University/School Fee Planning 
  • Nursing Home Fee Planning

There would be no charge and no obligation for that advice.

Elliott Evans
Email:
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14 Clytha Park Road
Newport
Gwent
NP20 4PB
01633 257721