Evolution Financial Services
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Andy Rowe and EFS
I first met EFS Director Andy Rowe in 2010 when he was with RBS. When he set up his own business he continued to advise me on my investments and pensions and when he set up EFS in 2012 I was very happy to continue the relationship. Andy and EFS have provided me with excellent advice ever since. Andy introduced me to Cazenove early on and they have been invaluable in managing my portfolios, including my main investment portfolio and my pension investments. Andy and his team are exceptionally knowledgable, professional and reliable. Andy has helped identify ways of diversifying my investments and savings to optimise their value and to give me my desired income. For example, apart from advising on my main portfolio and pension portfolio, I have successfully invested in VCTs and have a significant Capital Redemption Bond that provides tax efficient income to complement my pension income. In conclusion, I have been hugely impressed with Andy and the team over the past ten years. Mike Griffin, former partner PwC