Trusted Partners & Clients
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 you can expect
We take the time to understand what matters to you, then build a plan with clear recommendations, sensible assumptions, and practical next steps.
Free initial consultation.
Start with a complimentary consultation where we discuss your financial goals, challenges, and needs. This allows us to understand your unique situation.
1
Fact find and Research.
We gather the detail around your income, outgoings, assets, pensions, and any existing investments, then request up to date information from providers where needed. We also confirm your objectives, timeframes and attitude to risk, so the plan is built around what you actually want to achieve. From there we analyse your current position, identify gaps or inefficiencies and explore suitable options before making any recommendations.
2
Implementation.
If you decide to proceed, we take care of putting the plan into action and keep you updated throughout. This typically includes setting up recommended plans, arranging transfers or contributions and completing the necessary paperwork and provider instructions. We will also coordinate with providers and where appropriate, your accountant or solicitor, to make sure everything is joined up.
4
Ongoing Reviews.
We keep your plan aligned as your life, priorities, and the wider environment change. This includes regular review meetings, portfolio and performance reviews and checking progress against your objectives, so you stay on track. We also look at tax allowances and planning opportunities, update cashflow assumptions where relevant, and make practical adjustments such as rebalancing, changing contributions, or updating your retirement income strategy. You will have ongoing access to us for questions in between reviews, and we will document recommendations clearly whenever changes are needed.
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What Our Clients Are Saying
From streamlined financial management to expert tax advice, hear directly from those who have experienced the benefits of our services.
“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"
"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."
"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."
"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."
Bev
"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
