Chartered Financial Planners
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We help our clients plan for their futures in a sensible and tax efficient way
We are a firm of Chartered Financial Planners with our head office in Redruth in the beautiful west of Cornwall, with a second office in Newquay on the north coast.
As one of only a small handful of firms in the County to have been awarded Chartered status by the Chartered Insurance Institute, we’re proud to be at the forefront of our profession. It’s an affirmation of the values we live and work by… honesty, integrity, ethical behaviour and the highest level of technical knowledge.
Financial services have seen huge regulatory upheaval in the last couple of years and we understand that many people are baffled by the constant changes. Just to be clear, Evans Falco is an independent advisory firm.
We are not owned by any other company so we make all of the decisions.
The advice we give is not restricted, either by product or by provider.
Fundamentally, what we do is help our clients plan for their futures in a sensible and tax efficient way. It is as simple as that.
We are proud to be
Independent
Our company, our decisions, our clients. We ensure the best possible service.
Chartered
We are one of only a few firms in Cornwall to have been awarded Chartered Status.
Friendly
We understand that financial matters can be complex, but we are here to make them simpler for you.
Meet the Team
Treve Evans
Born and brought up in Helston Treve is a Chartered Financial Planner and is also a member of the Institute of Chartered Accountants in England and Wales. He specialises in financial and tax planning for higher net worth clients, while looking after clients with more diverse needs.
Rosie Falco
Rosie was born and brought up near St Austell and has over 25 years experience in the financial services profession. She is a Chartered Financial Planner and advises a wide variety of clients, but with a particular interest in the specific needs of later life financial planning.
Harry Morgan
Harry joined the team in 2015 as Trainee Paraplanner. Having completed his Diploma in Regulated Financial Planning in 2017, he is now working towards his Advanced Diploma and Chartered Status.
Simon Lake
Simon is a Chartered Financial Planner and has been working in the financial services profession for over 20 years. Previously, Simon read law at university and worked in the legal sector. Simon’s areas of expertise include later life financial planning, charity investment, tax planning and pension sharing advice.
Molly Kirton
Molly joined Evans Falco in 2018 as a Paraplanner. Having completed her Diploma in Regulated Financial Planning in March 2024 she will now be working towards her Advanced Diploma and Chartered Status.
Zoe Stratton-Knowles
Zoe joined the team in early 2023 having completed her University education. She is currently working towards her Diploma in Regulated Financial Planning to support Treve and Harry with their clients.
Jenni Morse
Jenni joined the Evans Falco administration team in 2019. She is working through her Financial Services qualifications.
Sammie Arkell
Sammie became a member of the team in late 2022. Having achieved business administration qualifications in her previous role with a law firm, she has brought useful skills and experience to Evans Falco.
Juliet Knowles
Juliet joined Evans Falco in October 2018. Gained from her previous career paths, Juliet has an abundance of knowledge and expertise in not only the financial sector but the legal profession too. She gained her AAT qualification and full membership in May 2024
Sally Bray
Sally became a member of the team in 2019. Having worked as an administrator in previous roles, she brings knowledge and experience to the firm.
