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Viv Belcher

Financial planning

Areas of expertise

Retirement planning; Pension Drawdown; Self Invested personal Pensions; IHT Planning; Investments


I have been a Financial Planner for 30 years and have always specialised in high net worth private clients; investments; complex pensions; and retirement planning. I have 21 years continuous service with Evelyn Partners.

Notable client work and achievements

The very first clients I advised in 1993 are still clients of mine! The vast majority of my clients have become clients as a result of being recommended to me by an existing client; I won the very first Woman Financial Adviser of the Year in 2002, it was sponsored by The Financial Mail on Sunday and was a very rigorous process; I moved to a fee rather than commission basis in 1996 well ahead of the sector; I pitched for the pension business of a major employer in 1997 (who went on to be a FTSE100 company) against stiff competition and won the business. I am still involved with the company and many of its senior executives who have moved on are still clients of mine.

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