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

EV - Financial Solutions' headquarters in Newbury Business Park, United Kingdom

This department focuses on ensuring the quality and reliability of software products through systematic testing and evaluation.

Quality Assurance

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

The Software Development Team at EV - Financial Solutions is responsible for designing, developing, and maintaining the company's innovative digital financial planning tools. This team ensures the seamless integration and functionality of the proprietary stochastic asset model within the software, providing financial advisers and clients with user-friendly solutions for investment planning, cash flow forecasting, and risk profile alignment. They also focus on improving the software’s performance, reliability, and security through rigorous quality assurance and engineering best practices.

Software Development Team

The Business Development & Client Management team at EV - Financial Solutions is responsible for expanding the company's market reach by identifying and cultivating new business opportunities and maintaining strong, ongoing relationships with existing clients. This team works closely with intermediary financial partners to deliver tailored advice, guidance software, and investment solutions, ensuring their needs are met and aligning EV’s services with market demands. By leveraging their deep industry experience and EV’s advanced financial planning tools, they drive client engagement, satisfaction, and long-term partnerships.

Business Development & Client Management

The Leadership Team at EV - Financial Solutions is responsible for setting the company's strategic direction, ensuring operational efficiency, and driving business growth. Comprising the Managing Director, Chief Technology Officer, Chief Commercial Officer, Chief Operating Officer, and Chief Financial Officer, this team works collaboratively to oversee the development and implementation of innovative digital financial planning solutions, manage key stakeholder relationships, and ensure financial stability and scalability in a competitive market.

Leadership Team

The Marketing and User Experience team at EV - Financial Solutions is responsible for creating and executing strategies that enhance the company's visibility and appeal while ensuring a seamless and intuitive experience for all users. This team integrates marketing campaigns with user feedback to develop engaging content, optimize the user interface, and promote EV's innovative financial planning tools and solutions across various platforms. Their goal is to drive user engagement, satisfaction, and ultimately, business growth.

Marketing and User Experience

The Technical and R&D Team at EV - Financial Solutions is responsible for the development and refinement of advanced financial algorithms and technologies that underpin the company's digital financial planning tools. Leveraging their expertise in quantitative finance, actuarial science, and business analysis, the team enhances EV's proprietary stochastic asset model, ensuring robust and accurate financial forecasts and multi-asset allocations. This drives the innovative solutions delivered to financial advisers, asset managers, banks, and other stakeholders globally.

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Other teams

Management Team

Software Development Team

Business Development & Client Management

Leadership Team

Marketing and User Experience

Technical and R&D Team