Helping you make the most of your money with clear, ethical, and personalised guidance.
At Toby Evans Financial Planning Ltd, you’re never just a number. Whether you're preparing for retirement, growing your investments, or protecting your family's future, you're supported with advice that’s truly about you.
Building relationships with clients built on mutual trust has always been a priority for Toby. He embarked upon a career change in 2019, having started, built and successfully exited his own business operating a small group of children’s day nurseries. He sought to fulfil his dreams and passion of helping other people with their personal financial affairs as they work towards financial freedom.
Of particular interest to Toby is tax-efficient intergenerational wealth planning and being intentional with one’s money. Toby holds the Diploma in Regulated Financial Planning, winning a prestigious award for the highest-scoring candidate in his year of qualification.
Outside of work, Toby is an avid tennis player & skier. He is happily married and the proud father to two young daughters. As a multi-lingual individual, he enjoys foreign travel, although this has become a little trickier with two young children!
Life can be unpredictable, but protection doesn’t have to be. Family and financial protection offers you peace of mind that your loved ones can be supported no matter what comes their way.
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14.02.2024
Having a map of your financial future is a wise image to have in mind— and on paper. With tools such as lifetime cash flow forecasting, we can help you discover your goals and work your way towards them.
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14.02.2024
It’s never too early or too late to start planning for your future. We take an evidence-based approach to investing to give you the best opportunity to build wealth and the best chance of reaching financial freedom.
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14.02.2024
IHT, or inheritance tax, may be Britain’s most dreaded tax, but we can help make it just that bit simpler. Our goal is to make sure you don’t pay too much tax so that your family is protected, giving you peace of mind.
Checked on
14.02.2024
Whatever your retirement plans are, we want to help you get there. Having a retirement plan in place gives you the opportunity to feel more relaxed about the coming years, knowing you have more control over your finances.
Checked on
14.02.2024
Checked on
14.02.2024
FCA
Winner of 2022 & 2023 CII Bournemouth Diploma in Regulated Financial Planning Awards for the highest scoring candidate in exams.
Voted a VouchedFor Top Rated Independent Financial Adviser in both 2023 & 2024.
PII verified on 05.06.2025
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