We help our clients plan for their futures in a sensible and tax efficient way
We are a firm of Chartered Financial Planners with our head office in Penzance in the beautiful far west of Cornwall, with a second office in Newquay on the north coast.
As one of only a small handful of firms in the County to have been awarded Chartered status by the Chartered Insurance Institute, we’re proud to be at the forefront of our profession. It’s an affirmation of the values we live and work by… honesty, integrity, ethical behaviour and the highest level of technical knowledge.
Financial services have seen huge regulatory upheaval in the last couple of years and we understand that many people are baffled by the constant changes. Just to be clear, Evans Falco is an INDEPENDENT advisory firm:
- We are not owned by any other company so we make all of the decisions
- The advice we give is not restricted, either by product or by provider
Fundamentally, what we do is help our clients plan for their futures in a sensible and tax efficient way. It is as simple as that.
Our company, our decisions, our clients. We ensure the best possible service.
We are one of only a few firms in Cornwall to have been awarded Chartered Status.
We understand that financial matters can be complex, but we are here to make them simpler for you.
Meet the Team
Born and brought up in Helston Treve is a Chartered Financial Planner and is also a member of the Institute of Chartered Accountants in England and Wales. He specialises in financial and tax planning for higher net worth clients, while looking after clients with more diverse needs.
Rosie was born and brought up near St Austell and has over 25 years experience in the financial services profession. She is a Chartered Financial Planner and advises a wide variety of clients, but with a particular interest in the specific needs of later life financial planning.
Mark has over 25 years of experience as a Financial Adviser. He is a member of The Chartered Insurance Institute and holds the Diploma in Financial Planning, in addition to an Honours Degree in Business Studies.
Zara works as an Assistant/Paraplanner to Rosie and has a Financial Planning Certificate. She is working towards a Paraplanning Diploma.
PA to Partner
Jenni, who joined Evans Falco LLP in 2019, is the PA to Treve and is working through her Financial Services qualifications.
Molly joined Evans Falco LLP in 2018 as Trainee Paraplanner. She is currently working towards her Diploma in Regulated Financial Planning.
Harry joined the team in 2015 as Trainee Paraplanner. Having completed his Diploma in Regulated Financial Planning in 2017, he is now working towards his Advanced Diploma and Chartered Status.
Juliet joined the team having previous experience both in Financial Services and then as a Conveyancer for a local firm of solicitors. She is working through her AAT qualifications.
Hilary brings a wealth of knowledge to the team having worked in the profession for most of her career. She currently holds a Diploma in Financial Planning and has extensive experience with Trusts as well as Personal Financial Advice.
Sally became a member of the team in 2019. Having worked as an administrator in previous roles, she brings knowledge and experience to the firm.