Louisa France

Areas of expertise

Louisa specialises in:

Retirement and estate planning, tax efficient investing and lifetime cash flow planning.

Experience

Louisa is an award winning Chartered Financial Planner with over 30 years experience in financial services. She joined Evelyn Partners in 2002 from a management role with Aegon. Louisa enjoys long term client relationships with individuals and families throughout the UK, putting their priorities and goals at the heart of her advice.

Notable client work and achievements

Financial Adviser of the Year 2019 North East - Women in Financial Advice Awards
Financial Adviser of the Year - Yorkshire Financial Awards 2020

Professional qualifications and memberships

FPFS - Fellow of the Personal Finance Society

Chartered Financial Planner - (Personal Finance Society)

Chartered FCSI - Chartered Fellow of the Chartered Institute for Securities and Investment

Chartered Wealth Manager - (CISI)

ACII - Associate of the Chartered Insurance Institute