Who We Serve
Clarity today.
Confidence tomorrow.
We work with people who have done the right things over the years, built pensions, savings, and investments, but want clarity on how it all fits together and what comes next. Most of our clients are approaching retirement or already retired, as well as business owners and directors looking for joined up personal and company planning.
Our mission is to empower our clients by providing expert guidance, innovative solutions, and unparalleled service. We strive to build long-lasting relationships based on trust, integrity, and a deep understanding of your financial objectives. Whether you’re an entrepreneur, a small business owner, or an individual seeking financial clarity, we are here to support you every step of the way.
Our Mission
Individuals
Whether you are approaching retirement, already retired, or simply want more clarity around your finances, we provide independent advice built around your goals. This can include reviewing and consolidating pensions, planning a sustainable retirement income, and structuring savings and investments in a way that feels understandable and manageable. If life has changed, or your finances have grown more complex, we help you make confident decisions with a clear plan and practical next steps.
Families
Families rarely stand still. From growing your savings and protecting your income, to planning for school costs, moving home, or building long term security, we help you make decisions that fit your priorities. We bring structure to your pensions, investments, and protection planning, and consider tax allowances and long term goals, so you can feel confident your plan supports your family now and in the years ahead.
Small Businesses
Running a small business means your personal and business finances often overlap. We help directors and business owners bring the two together, with clear planning around pensions, investments, protection, and longer term goals. This might include making surplus company cash work harder, structuring contributions sensibly, and planning ahead for major events such as buying property, reducing reliance on the business, or stepping back over time. Where appropriate, we work alongside your accountant so everything stays joined up.
Trusts
Trusts can be a valuable way to pass wealth on efficiently and ensure assets are managed in line with your wishes. We help trustees and families understand the purpose of the trust, the options available, and the responsibilities involved, so decisions are made properly and consistently. We can also support wider estate planning conversations, considering beneficiaries, timescales, and tax efficiency, helping you preserve wealth for future generations while keeping the plan aligned with what you intended.
Unlock Your Financial Potential with Our Expert Services
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.
"Thanks to Neil's guidance, we now have a clear, actionable roadmap for our retirement. We feel confident and secure about our financial future for the first time in years. We would highly recommend Everwealth for anyone who needs help with their Financial plans."
"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."
Andrew Payne
“Jordan at Everwealth helped me sort out my pensions. He was professional and explained everything so that I couldn’t understand. I would recommend Everwealth highly.”
Clive D.