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  • 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.
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