A life-first approach to financial advice
This business was built on one simple belief, that everyone deserves the chance to make the most of their one life. For me, financial planning isn’t just about numbers. It’s about people, families, goals, and the kind of future you want to create. The money is clearly important and I place tremendous importance on a thoroughly researched, evidence-based investment approach.
Who you’ll be meeting
I’m Toby Evans, an independent financial adviser & planner based in Dorset. I live in a small village between Wimborne and Poole, where I’m lucky enough to be raising two energetic daughters with my wife.
Outside of work, you’ll usually find me playing padel or real tennis, barbecuing in the summer (with mixed success), or making gluten-free risotto or tartiflette in the kitchen. Being able to witness my girls’ learn to swim, be present at their nativity plays and sports days is a non-negotiable. These are the moments that matter to me, and they’re the reason I understand how much a financial plan needs to support real life, not just a spreadsheet.
How I got here today
With a Level 4 Diploma in Regulated Financial Planning, I offer fully independent financial advice. I am accredited by the CII and CISI, and received the top-scoring results in the Bournemouth area exams in both 2022 and 2023 with the CII.
In 2023, I trained in the Kinder Institute’s Life Planning EVOKE method. This has added another layer of depth to the way I support my clients, helping them find clarity not just about money, but about what matters most.
Business administration
With over a decade of experience in teaching and more recently a number of years working in a corporate environment, Leah supports our business with many administrative aspects. She is the hidden keystone behind the scenes, ensuring everything works as it should do.
With a meticulous eye for detail and a tremendously systematic approach, Leah possesses a remarkable ability to getting things done, whilst leaving no stone unturned. She is not afraid to challenge Toby and acts as an excellent sense checker and second opinion service on a number of strategic business decisions.
Awards and recognition
Top Rated Adviser on VouchedFor in 2023, 2024, 2025 and 2026
100+ five-star reviews from real clients
Trusted by over 100 local families
Rated for clarity, honesty, calmness, and care
What I stand for
These values shape every conversation, every plan, and every relationship I build with clients. They’re not just principles, they’re promises I work to uphold, every single day.
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Built slowly through transparency, care, and consistent action. I treat every detail seriously, because that’s how real trust grows.
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I don’t work on commission and never sell products. My advice is fully independent, always with your best interests in mind.
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My clients often have families of their own. I help them feel confident that what matters most is planned for and protected.
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No two lives are the same. No two financial plans should be either. Every plan I build is tailored to the people in front of me.
Who I help
Tailored advice for your life, your goals, your circumstances
Young Professionals & Growing Families
Planning for the future while managing life’s daily demands? Financial clarity starts here.
Retirement Planners
Approaching retirement with questions? Find out where you stand and what’s possible.
Childcare & Nursery Business Owners
Balancing business and personal finances? Get clear, structured advice with both in mind, from the only IFA in the country who has walked in your shoes.
Property Investors
Owning property is only part of the picture. Align your portfolio with long-term goals.
“Toby was outstanding in being personable, professional, supportive and inspiring confidence in someone who struggles with anything financially related. He comes across as a very likeable, decent human being who genuinely cares about what he does for a living and helping clients in addition. I wouldn’t just happily recommend him, I would actively encourage anyone needing financial advice to seek him out.”
— Ms N. Sept 2024
“Toby provided a grounded, realistic and data driven analysis of my current financial position and potential future prospects. He is innovative without being cavalier, which gives me confidence my assets are not going to stagnate, nor am I exposed to unacceptable risk. Trust is a huge factor when it comes to managing my lifetime accrued assets, and I find great comfort having Toby as my adviser. I can’t thank Toby enough.”
— Mr C. May 2024
“In our lengthy and stimulating meetings with Toby it became obvious from the start that he is utterly passionate about customer satisfaction and professionalism; his goal is to support you in achieving your objectives. He gave my wife and I full confidence that he is up to date and expert in the vast array of aspects which influence our situation as a newly retired couple with a convoluted set of objectives and modest pensions and assets.”
— Mr & Mrs H. Apr 2024