Where do you offer home visits?
Everwealth offers home visits across Suffolk, Essex, Norfolk, Hertfordshire and Cambridgeshire. Both Neil Summers and Jordan Durrant cover every area. You can discuss pensions, investments and retirement planning in your own home, with a partner present if you wish. We do not operate a client facing office.
Choose your county below to explore our approach and find links to the existing town pages. Location helps us arrange a convenient conversation. Your advice is shaped by your own circumstances, rather than assumptions about the place you live.
Financial advice in Suffolk
Our Suffolk page considers how pensions from different parts of a working life can fit together, alongside family priorities and business decisions. It links to Ipswich, Woodbridge and Bury St Edmunds. Home visits are available beyond those towns too.
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Financial advice in Essex
Our Essex page looks at workplace pensions, changing careers and the move from earnings to retirement income. It includes routes to Colchester and Braintree, with advice at home across the county. We consider your actual pension benefits before discussing whether anything should change.
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Financial advice in Norfolk
Our Norfolk page covers understanding retirement income and keeping a plan relevant after work stops. You can also read our Norwich page. A review can consider spending, invested savings and the income you already receive, with clear discussion of uncertainty and the choices available.
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Financial advice in Hertfordshire
Our Hertfordshire page looks at a gradual transition from work, several workplace pensions and household planning. It links to Stevenage. Home visits across the county give you time to talk through the documents and decisions, without needing to travel to an office.
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Financial advice in Cambridgeshire
Our Cambridgeshire page explores retirement choices after a career with different employers, planning with a partner and keeping the plan relevant as life changes. We bring pensions and investments into one picture and explain the trade offs between flexible withdrawals and income on agreed terms.
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What can we discuss at the first meeting?
You can begin with the question that prompted you to seek advice. Perhaps you want to understand when retirement may be possible, how several pension pots fit together or how to turn savings into income. You do not need to choose a product or have every document ready before the conversation.
It helps to think about the life you want and the commitments that matter to you. If you have pension statements and investment details, keep them nearby. We explain what further information may be needed, the next steps and any fees before a meeting takes place.
Will you recommend moving my pension?
Our pension advice focuses on invested defined contribution pots. We do not provide defined benefit transfer advice. A review does not mean a transfer is needed. Combining pensions may simplify administration, but charges, guarantees, protected benefits and withdrawal rules must be considered. Defined benefit pensions provide valuable guarantees, and giving them up can carry significant risks. Convenience alone is not a reason to transfer.
How do I arrange a conversation?
Your initial consultation is free. Any fees will be explained before a meeting takes place, and all meetings are without obligation. Book a free consultation or call 0345 257 5752. Tell us where you live and the question you would like to discuss.
If you are aged 50 or over and considering how to take money from a UK defined contribution pension, Pension Wise offers free, impartial guidance. Guidance does not replace personal financial advice.
The value of investments and any income from them can fall as well as rise and you may get back less than you invested.
Tax treatment depends on individual circumstances and may change in the future.