Gerald Evans

Gerald has worked in the advice industry for the last 30+ years advising and developing solutions for clients to meet their long-term needs and objectives. Over the last three years he has chosen to specialise in Equity Release as his focus and to help those clients who are in a position where this is an option for them making what can seem a complex and daunting decision easy and worry free.

Gerald believes simplicity is the key to easily understood financial advice and is a key requirement for people at all stages of life. He has worked with clients of all ages from those just starting out to those looking to enjoy the later years.

Gerald offers appointments by telephone, video, through the UK and face-to-face throughout Wales. He has chosen to work with Aviva as they share the same ethos of putting the customer at the heart of the advice experience which he has been doing for the last 30 years. Our focus is purely on a great customer outcome, and we work continually to improve and refine the client journey. Aviva have been giving Equity Release advice for over 25 years and have a great reputation. The fact that Gerald can do this on a no obligation fee free basis is also a great incentive not only for himself but for the many clients that have joined us in realising their objectives by unlocking the equity in their property.

Gerald currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.