Eversley has been trading since 1995. We are Independent Financial Planners delivering a professional and specialised service to individuals and businesses throughout South East England.
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.
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, 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.
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, 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.
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.
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 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.