Skip to main content
Search

Evangeline O’Keefe

Financial Planning Consultant, DipFA, in Chapeltown

A little bit about Evangeline

I am a family-first financial planning consultant with Quilter Financial Advisers, looking at your “big picture” to create a well-rounded, tailored, and holistic solution to your family’s needs and goals. I ensure that every scenario is considered when looking to build your wealth, plan for retirement, or protect your family against the worst situations. My goal with all clients is to envision your dream life, and to put the plans in action to make it a reality.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Qualifications

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

Location

Evangeline's location

Chapeltown  
Sheffield  
United Kingdom

Evangeline is located in Chapeltown and offers expert financial advice to suit your needs.

I also offer services in the following areas:

I also offer services in the following areas:

  • South Yorkshire  
  • Derbyshire  
  • Cheshire  

More about me

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.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.