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.
We are…
Independent
Our company, our decisions, our clients. We ensure the best possible service.
Chartered
We are one of only a few firms in Cornwall to have been awarded Chartered Status.
Friendly
We understand that financial matters can be complex, but we are here to make them simpler for you.
Meet the Team
Treve Evans
Partner
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 Falco
Partner
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 Williamson
Adviser
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.
Robyn Puddicombe
Personal Assistant
Robyn works as Personal Assistant to Treve having qualified for an NVQ in Administration at Truro and Penwith College.
Zara Ryan
PA/Paraplanner
Zara works as an Assistant/Paraplanner to Rosie and has a Financial Planning Certificate. She is working towards a Paraplanning Diploma.
John Moughtin
Practice Manager
John has extensive experience in investment administration having held senior positions in global financial operations.
