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About EV

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.

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 EV responds to FCA’s Targeted Support consultation, with Managing Director Chet Velani emphasizing a two-step process of consumer segmentation and guidance tools, supported by EV’s Cashflow API.

EV Calls for Data-driven Two-step Approach to FCA’s Targeted Support to Deliver Better Consumer Outcomes

September 1 2025

Following the close of the Financial Conduct Authority (FCA) consultation period on Targeted Support, EV today released its formal response, highlighting the critical role of data-driven tools in delivering effective, personalised support for consumers.

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June 20 2025

Financial services technology provider EV today announced a significant upgrade to its digital financial guidance solution, EVDirect. Rebuilt on cloud-native and mobile-first technology, the upgraded EVDirect introduces a smarter, more engaging way to deliver financial guidance, forming a crucial component of EV’s comprehensive multichannel suite of solutions that support the whole financial planning spectrum from guidance and hybrid advice to fully holistic financial advice.

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EV Appoints Director of Systems Innovation to Support Evolution of EV’s Multichannel Financial Planning and Advice Solutions

October 16 2024

Financial services technology provider, EV, has appointed Sam Turner as Director of Systems Innovation to […]