Fast forward to September 2022 – for one reason or another, it has taken longer than anticipated to find a new office but at long last we move into a new office at Barncoose Gateway Park.

The sale of Queen’s Chambers is completed and we have had a manic month getting everything packed up, taken to the dump, or put into storage – on top of client work. It really is a big office!

We shake hands with a prospective buyer who would like to purchase the office, with completion set for 31st January 2022

After much deliberation and debate, we decide to put the Penzance office on the market: Covid -19 and prolonged periods of working from home have made it obvious that the office is far too big for our needs, and in…

Mark Williamson retires as an adviser of Evans Falco and heads off to enjoy playing lots of golf and relaxing, after a long and successful career

Independence day: the first lockdown is lifted, but we take things very carefully and actually carry on working from home for much of the following year, through the second and third waves and subsequent lockdowns

Our trial run of working from home as the Covid 19 pandemic encroaches becomes normal procedure. Our Penzance office is temporarily closed up, along with most other businesses’; video calls and the telephone become our means of communication with clients…

Our adviser team increases when our new adviser, Hilary Pryor, becomes authorised within Evans Falco. Hilary joins us from working with a large national adviser firm, having become disillusioned with their way of working, and wanting to advise her clients…

Evans Falco acquires MW Financial – an IFA business run by a long-standing friend of Rosie’s, Mark Williamson, and based out of Whitakers Chartered Accountants in Newquay. Mark also becomes and adviser with Evans Falco and we retain the office…

Retirement day! Diana steps down to enjoy a well-earned retirement