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