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 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

Management Team

Business Development & Client Management

Software Development Team

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Other teams at EV - Financial Solutions

Management Team

Business Development & Client Management