Eversley Independent Financial Advisers
Eversley has been trading since 1995 and are Independent Financial Planners delivering a professional and specialised service to individuals and businesses throughout South East England.
Our administrative base is in Hertford, Hertfordshire, which provides top quality technical and administrative support to a growing team of experienced and qualified Advisers.
Managing Director, Glenn Williams the founder of Eversley has been advising since 1986, and has seen all the changes for the better of our profession. Glenn continues to advise his personal and business clients with all aspects of financial planning, with a bias towards Investment, Trust and Life-time planning.
Chartered Financial Planner, Peter Harry, has been a financial planner since 1999 providing advice to customers of High Street Banks across Hertfordshire, Cambridgeshire and Suffolk before joining Eversley at the start of 2012. In 2011, he completed the Advanced Diploma in Financial Planning including pension, tax and trust qualifications and attained Chartered Financial Planner status – the highest level of qualification available to financial advisers in the UK.
Senior Paraplanner, Michelle Esmond has worked in Financial Services since 1990, and within the independent sector since 1999. She holds the Chartered Insurance Institute’s Diploma in Financial Planning, and joined the Eversley team in August 2015.
Senior Administrator, Sarah Miles prior to working in Financial Services had a varied administrative background in the Design and Motor Industries. She brings a wealth of experience to her role and is adept at dealing with both corporate and private clients.
Paraplanner, Nicky Holland has worked in the financial services industry for over 24 years working predominantly with financial advisers. She joined Eversley Estate Planners in January 2016 where she is involved in supporting the financial advisers and all aspects of client service including client liaison, research and support.
The team can demonstrate more than 80 years of experience in the Investment, Tax Planning, Pension, Protection and Mortgage markets. We offer expertise within the areas of Equity Release and Long Term Care, and can also advise on Pension Transfers and Occupational Pension Schemes.
At Eversley, we are committed to delivering outstanding Customer Service. This is why our business has gone from strength to strength.
As Independent Financial Advisers we have access to all available financial planning solutions and are able to identify those that suit both our clients’ current and future needs, from the first meeting to putting a financial plan into action.
We keep our clients’ best interests at the centre of everything we do.
