About Us
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 Hi, We are Clive and Teresa Evans assisted by Jacky Roberts and are Clive Evans IFA [Independent Financial Advice]. We have been based in Antibes, South of France for the last 12 years, working from easily located, ground floor offices in the Galerie du Port, just a few steps from Port Vauban.
We have over 20 year’s experience, in financial planning, and specialise in the needs of professional yacht crew. As well as in Antibes, you will also find us at major yachting events and centres worldwide, meeting clients both old and new.
Our approach to structuring yacht-crew’s finances is on a totally individual basis, and rather than providing piecemeal, off the peg investment products, we are committed to providing a complete, bespoke financial planning service, tailored to YOUR needs.
There are three key concepts in financial planning, Planning, Strategy and Contingency.
"Life is a journey, money is just the fuel in the tank..."
Planning
The best thing you can do with your money is to use to get you to where you want to be. And the most effective way of planning for your future is to identify your long term goals.
Ask yourself: Where am I now? Where do I want to be and when? What's the best way to get from here to there? What could go wrong?
For most professional yachtsmen and women there are two main goals: The ability to purchase a shore-based property at some future date, and the creation of a "Core Income" for the future ,independent of any other source, thought his needn't mean retirement.
In simple terms, the right amount of money, in the right place, at the right time.
It's vital to plan for this, or it probably won't happen.
"Remember, no-one plans to fail...most simply fail to plan"
Strategy
A no-cost personal consultation leads easily to a plan designed specifically for you ,and a strategy which WILL achieve those aims. It's really just like planning a voyage.
From here, it's all about using the right financial products. Words like offshore, flexibility and growth are important. One of the benefits of using an Independent Financial Advisor is that you have informed access to a much larger range of products than from a bank or other "tied" institution.
As well as using a range of products to help you reach your destination, it's also important to consider the geographical location, just where is the best place to keep YOUR money?
In my experience in dealing with yachting professionals, very few 30 year olds have realised that they are potential millionaires - only those that plan and have a strategy.
Contingency
Of course any financial plan should include some contingency planning. After all it's no use making great plans for the future if you are unfortunate enough to be struck down by illness or die and then neither you nor your dependents can benefit from the goals you've set.
Life assurance, critical illness insurance and of course private medical insurance are all crucial for the modern yachting professional. Again being an Independent Financial Advisor means a more informed choice for you.
As with all aspects of planning, strategy and contingency, you could construct and operate your own long term financial plan, but when in doubt it always best to seek professional advice - just as you would expect your boat's owner to seek professional advice before setting out on a voyage!
Why not call or e-mail Clive Evans IFA today!
Be sure to see my regular column in the PYA news and on Super Yacht News (www.superyacht-news.com)
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Call or email Clive Evans IFA : Tel no:+33 4 93 34 36 00 or email: contact@clive-evans-ifa.com
Copyright © 2003-2008 Clive Evans IFA
All rights reserved.
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