South West Estate Planning was established by Richard Evans and Brian Ward. Between them they have more than 50 years’ experience as Independent Financial Advisers.
Based in South Devon the company serves local communities in the South West from Plymouth to Bristol.
We have experience in dealing with clients at all levels from young families arranging their first will to appoint guardians to older clients wanting to protect their assets for the future.
Richard said “We offer a simple and transparent pricing structure. We also take great in providing a high level of customer service and in understanding our client’s needs, ensuring that those needs are fully met”
In such a personal and sometimes emotional issue as preparing your will or even a funeral plan, South West Estate Planning recognise the importance of having empathy with clients and the family.
We are happy to arrange appointments at your convenience at home and without any obligation.
Richard lived in Weston-super-Mare from 1974 until 2012 when he decided to move back to South Devon, his childhood home. He has 30 experience in the financial and legal services sector; a Fellow of the National Association of Estate Agents having qualified at the College of Estate Management in Reading. He worked for a leading firm of solicitors in Somerset for 20 years and as an Independent Financial Adviser, he specialised in lifestyle planning offering holistic advice, assisting clients with retirement investment strategies and matrimonial matters. The experience has given him the skills to assist clients in the most complex area of estate planning.
Any spare time is taken up with gardening and tinkering with his motorbikes. He enjoys travelling to different countries, especially India.
Tricia is a Chartered Librarian with 35 years' experience working in the Public Sector. She has excellent customer care skills and has an approachable and friendly manner when dealing with client enquiries. She is often the first point of contact for new clients and her ability to make them feel at ease and valued from the outset stems from many years of front line customer contact.
She loves gardening and spending time with the family.