Free initial financial consultation
Evexia Financial Planning Ltd is an independent financial planning firm dedicated to helping individuals make confident, informed decisions about their financial future.
We provide personalised advice to CPSA members across:
- Pensions & Retirement Planning
- Investment & Savings Planning
- Inheritance Tax (IHT) Planning
Whether you are retired or approaching retirement, looking to make the most of your savings and investments, or concerned about protecting and passing on your wealth, our aim is to provide clear, practical advice tailored to your individual circumstances and goals.
Through our partnership with CPSA, we are pleased to offer members access to professional financial planning support when they need it.
Click here to book your initial 15-minute call
Evexia Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 1029628. Tax treatment depends on individual circumstances and may be subject to change in the future. Some aspects of tax and estate planning are not regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise. You may not get back the full amount invested.