EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance software, and investment solutions.

We have a history of developing engaging tools that help financial advisers and their clients navigate the complexities of financial markets, ultimately delivering simplified financial planning and enabling clarity over investment options, cash flow forecasting and aligned client risk profiles.

Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.


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EV - Financial Solutions

Chet Velani

Pasquale Manganella

Nicola Mascard

Jennifer Burt

Salman Ansari

Jack Evans

Stephen Campbell

Sarah Mason

Gary Wheeler

Chris Hudson

The Management Team at EV - Financial Solutions is responsible for strategic oversight and leadership across the organization. This includes the development and implementation of innovative financial planning tools, management of research and investment solutions, and ensuring exceptional client services. The team also oversees human resources, product delivery, and drives company growth through innovative propositions for advisers and market-leading service delivery.

Management Team

Software Development Team

Business Development & Client Management

Management Team

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Team members

Other teams at EV - Financial Solutions

Software Development Team

Business Development & Client Management