Eva Wealth Management for Women
EW
Financial Advisors
Eva Wealth Management for Women
Bay Tree House, West Chinnock TA18 7PT
# Eva Wealth Management for Women
Eva Wealth Management for Women is a financial planning firm based in West Chinnock, Somerset, specialising in transforming how women relate to money and wealth. Founded by award-winning Chartered Financial Planners and certified financial coaches, the firm takes a holistic approach that combines practical financial strategy with mindset coaching.
The business serves women across diverse life stages and circumstances—from CEOs managing complex finances to women navigating unexpected inheritances or significant life transitions. Rather than offering one-size-fits-all solutions, Eva Wealth recognises that financial confidence begins with understanding and shifting personal beliefs around money.
What sets Eva Wealth apart is their three-tiered service model designed to meet clients at different stages of financial readiness. Eva Empower offers ongoing partnership and wealth management for those seeking a personal CFO. Eva Elevate provides targeted direction through one-time advisory sessions, whilst Eva Essentials supports those building foundational financial knowledge. The firm emphasises empathetic, women-centred support, acknowledging that financial planning is deeply personal.
Their credentials are substantial—Chartered Financial Planner status, recognition as Women in Finance Award winner (2023), Financial Adviser of the Year (2024), and features in Financial Times and BBC Four. The approach combines expert investment management, pension planning, and strategic financial advice with genuine attention to clients' values, goals, and life circumstances. Eva Wealth positions itself not merely as financial advisers, but as trusted partners facilitating lasting financial confidence and freedom.
Eva Wealth Management for Women is a financial planning firm based in West Chinnock, Somerset, specialising in transforming how women relate to money and wealth. Founded by award-winning Chartered Financial Planners and certified financial coaches, the firm takes a holistic approach that combines practical financial strategy with mindset coaching.
The business serves women across diverse life stages and circumstances—from CEOs managing complex finances to women navigating unexpected inheritances or significant life transitions. Rather than offering one-size-fits-all solutions, Eva Wealth recognises that financial confidence begins with understanding and shifting personal beliefs around money.
What sets Eva Wealth apart is their three-tiered service model designed to meet clients at different stages of financial readiness. Eva Empower offers ongoing partnership and wealth management for those seeking a personal CFO. Eva Elevate provides targeted direction through one-time advisory sessions, whilst Eva Essentials supports those building foundational financial knowledge. The firm emphasises empathetic, women-centred support, acknowledging that financial planning is deeply personal.
Their credentials are substantial—Chartered Financial Planner status, recognition as Women in Finance Award winner (2023), Financial Adviser of the Year (2024), and features in Financial Times and BBC Four. The approach combines expert investment management, pension planning, and strategic financial advice with genuine attention to clients' values, goals, and life circumstances. Eva Wealth positions itself not merely as financial advisers, but as trusted partners facilitating lasting financial confidence and freedom.
Services offered
Wealth managementFinancial planningInvestment managementPension adviceLife transitions planningOne-to-one financial coachingOngoing financial partnershipFinancial strategy sessions