Evangeline O’Keefe

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

Having had a lifetime of bad events thrust upon me before I was 27 years old, I have first hand experience knowing that every financial situation is different, and each family has complex needs. However, with the right advice and support, ‘bad’ life events don’t have to turn your life upside-down. This is why I advocate so strongly for holistic and well-rounded advice for your whole family.

I work with my clients to ensure they feel financially secure as well as financially ambitious - it is my job to help you build wealth for yourself, your children, and even grandchildren without sacrificing on a lifestyle you have built and love. Whilst I work with detailed calculations, I like to focus on the personal impacts and stories behind the numbers when working with my clients so they can truly envision and build their dream life.

Sometimes it is hard to seek financial support if you feel you may be judged or not supported as well as you need. As your adviser I will always ensure that you feel heard and supported and that my advice meets all of your needs, no matter how weird or wonderful you may think they are.