Our Services

Business advisory services refer to professional services that involve giving advice to a company’s decision-makers or owners, helping them formulate strategies that can unlock the business’s growth. Businesses, irrespective of their size, can avail of such services to make better decisions, manage potential risks, and achieve their goals.

These services necessitate the evaluation of the financial, tax, legal, market, and risk-related aspects that come into the picture when commencing business or making alterations to an existing organization. With the help of the services, companies can identify their strengths and overcome their weaknesses. There are different types of business advisory services, for example, business and management consulting.

Our teams take the time to understand what matters most to you, and then work seamlessly across our firm and the globe to uncover fresh ideas and design modern, efficient solutions that make things simple. Whether it’s protecting your business, creating efficiencies or driving growth, you have a full suite of tailored solutions and a team that’s with you at every stage, ready to roll up their sleeves and tackle your challenges.

Evergreen Capital Advisors is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value. While the concept of asset management has been in existence over several decades, it continues to be an ever-evolving domain. So, it is critical to keep pace with the evolution and adapt to changes on the fly. How well firms embrace change will determine which prosper in the years ahead.

Evergreen Capital Advisors has a double-barreled goal: increasing value while mitigating risk. That is, the client's tolerance for risk is the first question to be posed. A retiree living on the income from a portfolio, or a pension fund administrator overseeing retirement funds, is (or should be) risk-averse. A young person, or any adventurous person, might want to dabble in high-risk investments.

The asset manager's role is to determine what investments to make or avoid, and to realize the client's financial goals within the limits of the client's risk tolerance. The investments may include stocks, bonds, real estate, commodities, alternative investments, and mutual funds, among the better-known choices.

Business development entails tasks and processes to develop and implement growth opportunities within and between organizations. It is a subset of the fields of business, commerce and organizational theory. Business development is the creation of long-term value for an organization from customers, markets, and relationships.

Business development can be taken to mean any activity by either a small or large organization, non-profit or for-profit enterprise which serves the purpose of ‘developing’ the business in some way. In addition, business development activities can be done internally or externally by a business development consultant. External business development can be facilitated through Planning Systems, which are put in place by governments to help small businesses. In addition, reputation building has also proven to help facilitate business development.

The difference between business development and marketing can often be hard to identify: Getting new leads and customers is the main goal of marketing while the goal of business development is to create relationships with organizations that will lead to new opportunities.

Evergreen Capital Advisors acts on behalf of The Insolvency Service as Exit Strategist for retail investors owed money upon transposition of an investment portfolio derived from UK based companies in liquidation. The service is authorised and regulated by the United Kingdom Financial Conduct Authority.

If you’ve been involved in an Unregulated Collective Investment Scheme and you were mis-sold the investment, contact our team with the relevant information and we’ll help you check if you’re eligible for a claim through the Registry. We have successfully helped over 4500 claimants to retrieve their lost money, investments, properties etc.

We help recover both UCIS and non-UCIS investment schemes, all you have to do is to notify us which scheme it was. If you’re unsure about whether an investment you made was a UCIS or if you have doubts about whether you were mis-sold, please can immediately refer to the link below for more details:

https://www.fca.org.uk/consumers/unregulated-collective-investment-schemes

Venture Capital and Financing is a form of private equity and a type of financing that investors provide to startup companies and small businesses that are believed to have long-term growth potential. Venture capital generally comes from well-off investors, investment banks, and any other financial institutions. Venture capital doesn't always have to be money.

Venture capital firms have a variety of different securities they use depending on the nature of the investment. The most common securities are convertible debt (often called convertible debentures), SAFE notes, and preferred stock. The kind of instrument an investor chooses depends on a variety of factors related to the company (or individual) and the investor’s own risk tolerance.

Venture Capital can be in form of equity which Refers to issuing stock to finance the business, meaning that the company or individual gives up some ownership and control of the company; or in for of Debt which Means the business is borrowing money, either by issuing bonds to finance the business or by taking a more conventional-looking loan.

Wealth management is a comprehensive and personalized approach to managing an individual's or family's finances and investments. It goes beyond simple asset management or financial planning, aiming to optimize wealth growth, protect assets, and achieve long-term financial goals. Wealth management is more than just investment advice, it can encompass all parts of a person’s financial life.
Wealth management starts with a thorough assessment of your current financial situation, goals, and risk tolerance. This evaluation forms the foundation for creating a customized financial plan that addresses your unique needs and aspirations. Wealth management involves expertly managing investments, diversifying investments, and constantly monitoring and adjusting your portfolio to align with your objectives and risk tolerance.
Many wealth managers can provide services in any aspect of the financial field, but some choose to specialize in particular areas, such as cross-border wealth management. This may be based on the expertise of a specific wealth manager, or the primary focus of the business within which the wealth manager operates.