Eva Wealth

What is your financial focus for 2024? Perhaps it is creating more time for yourself outside of work. Or looking afresh at your investments to ensure they are working towards your goals? At Eva Wealth, our focus is on you and helping you to achieve your financial goals

May your 2024 be filled with prosperity, growth, and endless possibilities. #newyear #empoweringwomen #financialcontrol

Wishing you a wonderful Christmas from all the Eva Wealth team #christmas #evawealth

Not all firms hold Chartered Status but we’re proud to do so. Signifying more than just exams passed—it reflects our commitment to strict ethics and professional standards, demonstrating our dedication to putting you first. #charteredfirm

A huge congratulations to @SarahRoughsedge for winning the Professional Adviser's Financial Adviser of the Year (South West) award last night! Well done Sarah! #WIFA23 #ProfessionalAdviser #Womeninfinance

Best of luck to our very own Sarah Roughsedge, a finalist at the Professional Adviser’s Women in Financial Advice Awards- (SW Category) tonight. Good luck all the finalists! #awards #professionaladviser #womeninfinance #WIFA2023

What is Sudden wealth syndrome (SWS)? SWS, also referred to as the ‘Lottery curse’ or ‘windfall predicament’, is the abrupt and unexpected influx of wealth that can turn the lives of those affected upside down. Find out more about it here bit.ly/3IFsnQk

One of the significant challenges for a financial adviser is that often, distracted by the hustle and bustle of everyday life, our clients focus on the moment and forget to think about the future. Read more here: bit.ly/3HwUmiA

We're a nation of DIY enthusiasts, spending billions each year tackling household projects and learning new skills. While DIY is fun and a great way to save money, it can also be reckless – especially if you don’t know what you’re doing. Read why bit.ly/3OB5FN1

Not always easy to discuss, but important all the same. If you’ve been working hard to build a sizeable pension, you may be concerned about what will happen to your savings when you pass away. Read on for more information. bit.ly/3a0P8jw

Do you ever think about what you want to achieve in 5, 10 or even 20 years? Having a financial plan can help you get your lifelong dreams off the ground. It can give you structure, a timescale and a series of clear, actionable steps to follow. More here bit.ly/3qbjl7h

We're delighted that Sarah Roughsedge is named a Finalist in the Professional Adviser Women in Financial Advice Awards 2023. Congrats to all those shortlisted, and best of luck! It's wonderful to see so many inspiring women pushing financial planning forward. #WIFA2023

Even Superwoman needs a break. We recognise our clients have busy lives and could be travelling or juggling family and business commitments. So, as much as possible, we’ll keep paperwork to a minimum and you’ll always receive clear, concise communications. #itsthelittlethings

Want the best curated articles from around the globe with no annoying paywall? Of course you do… (plot twist, they’re not all about finance, we cover everything from wellbeing to career and lifestyle tips as well) bit.ly/45wWd3m

“Female clients tend to think differently about money”. Thank you FT Money for again involving us in these discussions And if you didn't catch the printed version in this weekend's Financial Times you can read the full article online here bit.ly/3CMiAVh

Going live in 30! Tune in to BBC 4 Woman's Hour at 10.00am as Sarah Roughsedge will be joining Krupa Padhy to chat all things women and wealth management #tunein #womanshour #bbc #wealthmanagement #financialeducation

Rapid progress in AI is arousing fear as well as excitement. How worried should you be? The Economist goes into more detail here: bit.ly/436SSWT

Your money personality is an important part of who you are and is often overlooked. Knowing whether you are more of a ‘Spendy Susie or ‘Sally Saver’ will help you to adjust your habits for a more fruitful financial future. Take the quiz here bit.ly/3KpV2Jl #quiz

Taking control of your finances can help you reach your goals and provide peace of mind. Recognising the gaps and understanding how it affects you means you’re in a better position to improve your finances and bridge them, especially when planning for the future. #womenswealth

Psychologists have spent years studying the traits that are fundamental to successful long-term relationships, and here are some of their most surprising insights in @BusinessInsider magazine this month bit.ly/3OGYmDC