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Everwealth: Your
Trusted Financial Partner

  • Passionate, client-centric financial advisory services

  • Empowering individuals and businesses to achieve financial goals

  • Comprehensive, transparent financial planning

  • Advanced cashflow planning for clear financial futures

  • Dedication to trust, transparency, and clear communication

  • Tailored services including retirement planning, investment management, estate planning, and tax optimisation

  • Independent advice with no restrictions or conflicts

 

Contact us today to start your journey to financial success with confidence and peace of mind.

Why Choose Everwealth?

Our dedication to delivering exceptional service, coupled with our expertise and innovative approach, sets us apart in the industry. Join us on the path to achieving your financial aspirations with a trusted partner by your side.

Frequently asked questions

Neil, based in Ipswich, is a proud season ticket holder at his beloved ITFC, where he watches the highs (and more recent lows) alongside his Financial Adviser father, because advising really does run in the blood.

At home, he’s outnumbered, living with his wife, two daughters and Cockerpoo, Stan. When he’s not at Portman Road, you’ll find him out and about, making the most of family life.

He’s still (trying to) play five-a-side once a week and is a keen gym-goer, fully appreciating the value of keeping active, even if the recovery time isn't what it used to be.

Neil Summers - Everwealth

Meet The Advisers

Jordan Durrant - Everwealth

Jordan, based in Colchester, is a passionate golfer who enjoys teeing off at courses across the south and east, though his love for the game is not always matched by his skill.

 

As a devoted husband and proud new father, he cherishes time with his wife and daughter, whether strolling through nature, enjoying the beach, or simply soaking up the fresh air.

 

An enthusiast of good food and great company, he delights in firing up the barbecue for friends and family (weather permitting, of course!) and escaping on European city breaks whenever the opportunity arises.

Our Planning Process

Stage 1

Discuss your goals and how we can help

01

Explain the recommendation and address any questions clearly

Stage 2

02

Stage 4

Collect income, expenses, assets, and investment preferences details

Stage 5

Stage 3

03

04

Implement the financial plan and execute the strategy

05

Analyse your current financial data, identify areas of strengths, weakness and opportunities
Begin work on a plan

Regularly review and adjust the plan as necessary

06

Stage 6

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