Friendly and approachable

Our highly skilled team based in Hertford, Hertfordshire, enjoys more than 80 years of experience in Investment, Tax Planning, Pension, Protection and Mortgage markets and is dedicated to offering helpful, holistic independent financial advice.

Committed to delivering an outstanding service, Eversley actively seeks to understand our clients’ current situation, attitude to risk, life goals and aspirations to ensure solutions are tailored to suit both current and future needs.

Our clients’ best interests are at the centre of everything we do.

Meet the team

Cam Banks

Job Title: Managing Director

Managing Director, Cam Banks has over 25 years’ experience working in and managing IFA businesses in the UK and Australia/Asia Pacific.

Cam acquired Eversley in 2017 and has a vision to grow the business throughout our region whilst supporting the team in delivering holistic financial advice and an expanding range of services to our clients.

Louise Ling

Job Title: Operations Manager

Louise Ling, Operations Manager, has worked with Eversley for over 23 years and has seen the company grow from strength to strength. Having taken on a number of roles within the firm, she is there to ensure that the business runs smoothly providing an efficient service for clients, the team and the wider company.

Glenn Williams

Job Title: Senior Financial Advisor

Glenn Williams, Financial Adviser, has been advising since 1986. He continues to advise his private and corporate clients with all aspects of financial planning, with a bias towards investment, trust and life-time planning.

Daniel Stansall

Job Title: Advice Manager, Chartered Financial Planner

Daniel Stansall, Financial Adviser, joined Eversley in 2019. He spent the first 10 years of his working life as a derivatives trader in the City. In 2014 Daniel qualified as a financial adviser and will achieve Chartered status in the next few months, having already passed the advanced exams covering investment planning, personal tax and trust planning, pension planning and the financial planning process. Daniel has excellent technical knowledge and enjoys helping clients to understand their goals and putting plans in place to help them achieve their financial objectives. Daniel provides advice on all aspects of financial planning including pensions, investments, protection, inheritance tax planning and cash flow modelling.

Ross Dedman

Job Title: Financial Adviser

Ross Dedman, Financial Adviser, began his career in the financial services industry in 2016 as a paraplanner. Having  completed his CeMAP qualification, he continues to extend his knowledge by completing the Diploma in Financial Advice and Financial Planning. He is currently in the process of working towards the Private Client Investment Advice and Wealth Management qualification.

Phil Kirk

Job Title: Senior Financial Adviser,

Philip Kirk, Financial Adviser, became an IFA in 1997. He gained  experience working with several accountancy practices and law firms in Hertfordshire and Essex. His focus is on establishing a service which provides the ideal solution for corporate clients needed to meet the needs of the pensions regulator for auto-enrolment.

Graham Steed

Job Title: Senior Financial Advisor

Graham Steed Financial Adviser has been in the industry for 42 years and has a wealth of experience . Graham now specialises in pension and investments,  working on referrals from existing clients and fellow professionals.

Nicky Holland

Job Title: Paraplanner

Nicky Holland, Senior Paraplanner, has worked in the financial services industry for over 24 years, working predominantly with financial advisers. Nicky joined Eversley  in January 2016 and is involved in supporting the financial advisers and all aspects of client service including client liaison, research and support.

Charlotte Curd

Job Title: Paraplanner

Charlotte has been in the Financial Services industry since 2015 and completed her Diploma in Regulated Financial Planning in 2018. She has worked in a variety of roles and joined Eversley as a Paraplanner in October 2020 to support the financial advisers.

Sarah Miles

Job Title: Senior Administrator

Sarah Miles Senior Administrator had a varied administrative background in the design and motor Industries prior to working in Financial Services. She brings a wealth of experience to her role and is adept at dealing with both corporate and private clients.

Sam Archer

Job Title: Administrator

Sam Archer  Administrator has worked in the financial services industry since 2008 and joined Eversley in April 2017. Sam’s roles is to assist financial advisers and Paraplanners by providing administrative and processing  support.

Want to know more?

To find out more, please call us on 01992 500800
or email us at info@eversley.co.uk