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.
-
Are Everwealth Independent Financial Advisers?Yes, here at Everwealth we are proudly Independent. We are not restricted in the providers we work with, nor how we recommend capital be invested. Our focus is on finding the best outcomes for clients.
-
What qualifications do our Financial Advisers hold?Our financial advisers are all required to have a diploma in financial planning (or an equivalent qualification) recognised by the Financial Conduct Authority (FCA). They also undergo regular annual training and development to keep their knowledge sharp and up to date. Our advisers hold qualifications from the Chartered Institute of Insurers (CII) and are proud members of the Personal Finance Society (PFS).
-
Is there a fee for the first meeting with an adviser?Your initial meeting with a financial adviser is completely free. During this session, you can discuss your financial goals and current financial situation. The adviser will outline how they can assist you and provide an estimate of the costs involved. You'll only incur fees if you choose to proceed with their financial advice by signing a charges agreement.
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.
Meet The Advisers
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.