“There are several adjectives that can be applied to the service I have received from Independent Financial Consultants Limited and Kate Evans in particular. These adjectives would be proactive, investigative and responsive. These lead to integrity and credibility.
Following the profile that is given to Kate, she builds a balanced portfolio to encompass the investment desires of the client. Should market or political situations change she will advise any changes that might be made to ameliorate the situation. Likewise if she is informed of personal changes.
The periodical reports are always detailed and recommendations for changes, if any, are often included with these reports. Kate is always open for discussions on client ideas and perceptions.
My sole investment regret is that I did not meet Kate and Independent Financial Consultants Limited, years ago.”
“I have known Kate Evans (IFC) for ten years from a business perspective. Throughout this time she has assisted and advised me in the management of my finances, both when my business was in difficulty and also when I have been in profit. I have always considered that she gives me the very best and reliable information, and does so without being judgemental. I rely on her great financial training, her knowledge and experience to advise me regarding my pension, investments and my business and steer my situation into its very best financial position including my income tax responsibilities for the Company. I cannot recommend her more highly, and trust her personally and professionally to both advise and handle my finances.”
Dr. Helen Nightingale M.Sc, D.Clin, Psych. C.Psychol. A.F.B.PsS.
HCPC Registered Practitioner, Consultant Clinical Psychologist
“Faced with retirement and a lump sum, advice and guidance was required. Fate intervened and Kate Evans (IFC) provided the solution. The results to date are very satisfactory and I sleep at night knowing the Portfolio is well monitored on a regular basis. Small is Beautiful, so you get the personal touch, as she’s easy of address, well skilled in interpreting Market Forces, steady and firm in principal, able and willing to undertake the management of the work, with attention to detail. I am therefore more than happy to recommend Kate Evans (IFC) as a wise and competent Financial Consultant.”
“We have worked with Kate Evans for around 7 years now and have always found her to be very approachable, efficient and reliable. We like her very cooperative and flexible approach, whereby she is happy to discuss investment ideas and then to decide together with us on the best final approach. She always actions things reliably and has been happy fully to pursue and resolve any questions that we have had, for example regarding trades and costs. Kate is also very responsive and always gets back to us quickly.”
David & Kathy Watson
“The clients have actually made a point of contacting this office following their meetings with Mrs Evans to express their thanks for having been referred to her.”
David J. Hill & Co.
“I have no hesitations in recommending her professional services, as we have consistently found her to be honest, trustworthy and reliable.”
Scott Shipping Management Ltd