Tom Evans Dippfs Email & Phone Number

I advise a wide range of clients, including successful city professionals and entrepreneurs, on their financial plans. In particular, I work with clients to understand what is important to them, helping them align their capital with their values and priorities. I provide advice on various tax-efficient structures (including ISAs, pensions and VCTs). Often, this involves areas such as saving for future liabilities such as the education of children or grandchildren, structuring wealth for income and inheritance tax mitigation. Just as importantly, I help identify potential risks to a client’s life plans, so these can be managed and help give peace of mind. All of this is delivered with a family office style service, alongside the client’s other professional advisers.