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Financial Review

At Evoke we pride ourselves in offering a first class, professional service whatever your financial goals may be. We can only do this by taking the time to find out about you and your circumstances and what advice, support and guidance you may need. That’s why we offer a free initial consultation: it carries no obligations but helps us to help you on your way to achieving your financial goals, whatever that may be.

What is involved in a ‘financial review’?

The advice & planning process

First of all, we will talk to you about the different types of services that we offer and how the financial planning process works. Then we will give you an overview of the types of fees that are involved for the different services offered. We then need to listen to you: to ask you some basic questions and find out about your current situation and financial experiences so far, we will gather information on any existing plans and discus your needs and goals and your ideal timescales to achieve them.

We will also discuss how you feel about various financial risks. Then we need to do some market research and analyse the information, to find a solution to meet your needs and goals and so begins the formulation of the Financial Plan.

Financial Review
Financial Review Service

Why Choose Us

We understand that any financial decision takes time to consider. We will provide you with a written report of our recommendations and will help you understand them fully so that you can make an informed decision.

Once we have confirmed that you understand and are happy with the plan, we make all the arrangements to put this into place and keep you up to date you until the end of the process. Afterwards, we continue to monitor your financial arrangements so that they continue to work as hard as possible for you (unless you have opted for our Financial Advice only service, which concludes at the end of the review).

For a free initial consultation, please call us, drop us an email or complete our enquiry form – we’d love to see or speak with you. Anything after the initial meeting is possibly subject to fees.