Feel confident about the next step
If your finances feel messy, we make them feel simple, then keep things on track with a plan that fits your life.
Retirement income planning and pension consolidation
Investments and savings strategies
Protection advice, designed to support your wider plan
Planning for business owners and directors
Pension and retirement planning
Build a retirement income strategy, review your pensions, and create a plan that gives you confidence for the years ahead.
Investments and savings
A sensible investment approach designed around your objectives, your time frame, and your comfort level with risk.
What our clients say
Every financial adviser will tell you they're approachable, knowledgeable and professional.
We'd rather let our clients tell you instead.
“Wonderfully friendly and professional service provided by Jordan. He has helped us with a serious tax issue and created a full plan for my wife and I, putting all our finances in order. Huge weight off our shoulders and we couldn't be more pleased. Many thanks.”
"Following an initial phone call with Jordan he came to visit me at home.
He was professional, polite, friendly and our meeting was relaxed and not rushed.
He listened very carefully to my current personal situation and clearly understood my financial needs.
Jordan took time to review and explain with patience my existing finances in detail.
Following this meeting Jordan has created a comprehensive, and easy to understand new plan. It is simple, clear and has given me confidence and understanding about my financial future.
Communication is excellent.
I would recommend Everwealth without reservation and am extremely pleased to be supported by them. Thank you"
"Jordan from Everwealth was absolutely brilliant. He took the time to come out to my home, which made the whole process feel relaxed and personal. We spent time reviewing my finances in detail, and he really listened to what mattered most to me. From there, he created a clear long-term financial plan that gave me real confidence about the future l. I felt completely supported though the whole process - nothing was rushed, and everything was explained in a way that made sense. I’d wholeheartedly recommend Everwealth to anyone looking for genuine, thoughtful financial advice."
"Neil was great to deal with professional, patient, and genuinely helpful. I had to move things around a couple of times and he was really flexible. No jargon, no pressure, just clear, practical advice that made sense. Would definitely recommend."
"I met Neil yesterday,and i found him very approachable and easy to talk to,he gave me plenty of good clear advice about planning for my retirement. So i feel confident moving forward with him over the coming years."
"My experience with Everwealth has been fantastic! They helped me to consolidate my pensions and made the process so easy. Jordan made me feel really comfortable and took the time to understand what I needed and to help me set goals for the future. I now feel much more confident about my retirement! Thank you!"
Sarah Clark
Why we do what we do
Most people don't wake up wanting a financial adviser.
They wake up asking themselves...
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Have I saved enough?
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Can I afford to retire?
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Am I making the right decisions?
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What happens if markets fall?
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Will my family be OK?
Those questions can feel overwhelming.
Whether you're planning for retirement, trying to make sense of old pensions or wondering how best to invest your money, it's easy to feel like there are more questions than answers.
That's why we're here.
We take the time to understand what's important to you, explain your options in plain English and help you make informed financial decisions that support your goals.
Because good financial planning isn't just about growing your wealth.
It's about giving you the confidence to enjoy it.
What you can expect
Financial planning shouldn't feel complicated.
Here's what working with Everwealth looks like from your very first conversation through to the ongoing support that follows.
Let's get to know each other
Your first meeting is all about you.
We'll talk about what's prompted you to seek advice, what you're hoping to achieve and any concerns you might have.
There's no obligation and no pressure.
Just an opportunity to understand whether we're the right fit for each other.
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We build the bigger picture
Before making recommendations, we need to understand where you are today.
We'll gather information about your pensions, investments, income and wider financial position, then identify what's working well and where improvements may be possible.
This gives us the foundations to build advice that's right for you.
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Recommendations.
Once we've completed our research, we'll explain what we think you should do and, just as importantly, why.
We'll also discuss the alternatives, any costs involved and the potential risks, so you can make an informed decision with confidence.
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Putting your plan into action
If you decide to go ahead, we'll take care of the paperwork and keep you updated throughout the process.
We'll work with providers on your behalf, monitor progress and let you know what's happening every step of the way.
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We'll stay in touch
Financial planning isn't something you do once.
Life changes.
Markets change.
Your priorities change too.
We'll review your plan regularly, helping you adapt as your circumstances evolve and making sure it continues to support your goals.
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