BA(Hons) DipPFS Cert CII (MP & ER)
Rhian Evans is a Financial Advisor at Irongate in Cheltenham who loves to help women feel more empowered about understanding and managing their finances.
Latest by Rhian
Partner Practice of St. James’s
Place Wealth Management,
Irongate is a boutique Wealth Management firm located in the Cotswolds, although based here we have clients all over the UK. Founded in 1999 we work with clients to determine what they wish to achieve and when they want to achieve it. We then formulate a bespoke plan to help make it happen and most importantly we constantly monitor it to check that we are on track to deliver it. Rhian joined Irongate in October 2019 and has over 6 years’ experience in financial planning.
Who am I?
Rhian prides herself on building strong and trusting relationships with her clients and aims to give her clients peace of mind regarding their personal financial affairs. She enjoys working with multiple generations across the same family from young families looking to save for the future and protect their assets to the older generations who wish to tax efficiently pass their hard earned wealth to their family.
What I do?
Rhian’s advice covers all areas of Wealth Management including but not limited to financial protection, regular savings for adults and children, retirement planning and inheritance tax planning. She has a Level 4 Diploma in Financial Planning, a BA (Hons) degree and is a qualified member of both the Personal Finance Society and the Chartered Insurance Institute and is working towards her Chartered status.
Inheritance tax planning
To name a few.
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