Meet the
Personal Advice Team

We're here to help. No hidden fees or surprises.
Personalised to you.

The Personal Advice Team smiling and looking happy.
THE personal advice team

Our mission is to make financial advice affordable and accessible
for all

With us, you get the peace of mind and confidence that comes from an expert reviewing your unique situation

You only pay for the service you need, with simple, clear, and affordable pricing

We will recommend what you should do, how best to do it, and take the legwork out of getting it done

David from the MyEva Personal advice team.

Thinking about retirement advice?

Start by getting a free, online retirement estimate.

Awards and recognition

Citywire. New Model Adviser Top 100 2023 badge.
Award Badge. Citywire New Model Adviser Top 35 Next Gen Advisers 2023
Award Badge. AI fintech
100 Fintech Disrupters 2020 Award Badge
Award Badge. Wealthtech 100

What sets us apart?

Simple pricing. Open and honest, always

Transparent pricing

We don’t believe in unclear ongoing percentage charging.

All our advice fees are completely fixed and transparent, so you know exactly what you’re paying and can decide if you are getting great value.


Independent, unbiased advice

We’re independent, meaning we have no agenda for your money.  We will only ever recommend what’s right for you.  

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Smart money solutions

As a part of one of the UK’s leading fintechs, your service is supported and run with the latest technology, meaning it is faster, more accurate and easier to engage with.


Independent, holistic financial planning tailored to your needs

We understand financial planning isn’t everyone’s idea of fun,
and it can be daunting. We're here to help!

Take the stress out of managing your money

We’ll help you take control of your finances, and put together a plan that will make the most of your money.

Make your money work
harder for you

We’ll make your income work harder, maximise your tax allowances, manage your investments and ultimately give you confidence you are making the most of your money.

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Our expert team specialise in

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Plans to protect you and your family should disaster strike

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Intentional decisions to make the most of your money

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Get your pensions in the best place to secure the retirement you dream of

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Retirement planning
We simplify the complex with engaging plans that make retirement seem exciting, not scary

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Complex wealth management and tax planning
If your situation is complicated, we'll manage this for you and simplify what you need to do

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Inheritance tax planning
Ensure your loved ones are provided for when you’re gone

Book a call with our friendly team

Book a callMike in the PAT team
our happy clients

Don't just take our word for it...

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“He put me at ease and I didn’t feel judged….I felt reassured that I was on the right track with my financial plans. Couldn’t recommend it enough!”  

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"Open, honest discussion backed up by guidance based on experience and knowledge of the pensions market."

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"Really pleased I had the session. I was a bit nervous about it, but it's now made me feel much more confident about the future, and I'll definitely be using the advice service.”

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“I found the call really helpful and managed to cover a range of topics in the time.

For me, the call was about reassurance in my financial plans, and I felt listened to and understood throughout. It was really helpful to have an expert to talk things through with, and the reassurance and guidance on where to go next was great!”

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“Really pleased with the outcome. John was excellent. Really good at explaining everything and had a brilliant manner. He made me feel relaxed and more confident in managing my financial objectives. Would highly recommend.

Get in touch