Independent Financial Advice
Edwards Veeder Financial Services Limited (EVFS) is the financial planning and wealth management arm of Edwards Veeder (UK) Limited.
EVFS provides independent financial advice to private individuals, trustees, companies and their employees. Our advisers have decades of experience in advising and enlightening our clients. We design appropriate solutions which are tailored to help you achieve your objectives by establishing a thorough understanding of your present circumstances and your future goals.
We have a range of services available, each with their own charging structures and your EVFS adviser will be happy to explain the differences and options as part of the advice process. As fee-based advisers, any advice fees will be discussed and agreed in advance of any work undertaken.
EVFS offers a holistic financial planning service which includes:
- Financial Planning
- Wealth Management
- Retirement Planning
- Trusts and Tax Planning *
- Life and Health Insurance
- Cash Flow Modelling *
- Equity Release
This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be Â£700.
- Retirement Planning
- Business Protection
- Employee Benefits – including Auto Enrolment *, Group Pensions, Income Protection, Private Medical Insurance and Group Life
- Commercial Finance
- Business Succession Planning
For more information or for a free initial consultation please contact Stephen Cainer or Richard Harris on 0161 348 7100.
Edwards Veeder Financial Services Limited is an appointed representative of Wealthcare Limited which is authorised and regulated by the Financial Conduct Authority.
* Please note the Financial Conduct Authority does not regulate taxation, trust advice, cash flow modelling and some elements of Auto Enrolment are not regulated.
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk