Meet the team

 

Cam Banks

About Cam

 

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

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

I am a native Australian and lover of all sport.  I always welcome any debate on England v Australia….especially on the cricket pitch!

Glenn Williams

Tel: 01992 500800

About Glenn

 

Senior Financial Adviser, 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

Louise Ling

Tel: 01992 500800

About Louise

 

Operations Manager, Louise Ling has worked closely with Glenn Williams over the years and has been with the company since July 1997. Louise has many roles within the firm and is there to ensure that the company is running well with a smooth efficient service that also meets the needs of the team and the company as a whole.

Daniel Stansall

Tel: 01992 500800

About Daniel

 

Senior Financial Adviser, Daniel Stansall, joined Eversley Estate Planners in 2019.  He spent the first 10 years of his working life as a derivatives trader in the City, before the pressures of a young family (and never seeing them!) caused him to change career and train as a financial adviser in 2014.  He provides advice on all aspects of Financial Planning including Pensions, Investments, Protection, Inheritance Tax Planning and cash flow modelling. He hopes to achieve Chartered status in the coming months, having already passed the advanced exams covering Investment Planning, Personal Tax and Trust Planning, Pension Planning and the Financial Planning Process. He has excellent technical knowledge and enjoys helping clients to understand their goals and put plans in place to help them achieve their financial objectives.

Philip Kirk

Tel: 01992 500800

About Philip

 

Senior Financial Adviser, Philip Kirk, having worked with Citibank, I later became an Independent Financial Adviser in 1997 and from their gained further experience working with several accountancy practices and law firms, being a natural problem solver I continue to gather great client reviews of my work. Working also with numerous accountancy firms across Essex, I was fundamental in establishing a service which we, working together, could provide the ideal solution their employing clients needed to meet the needs of the Pensions Regulator for Auto-enrolment.

As a natural problem solver, I enjoy the overcoming the challenges needed to maintain the valued working relationships I have with both my clients and all who I work with.

Graham Steed

Tel: 01992 500800

About Graham

 

Senior Financial Adviser, Graham Steed  , I have been in the industry for 42 years the last 36 years as an IFA. At one time my company focused on Mortgages and associated life policies and arranged over 400 mortgages per month, employed 25 staff and was one of the top 5 UK mortgage brokers by volume. Having been taken over by a High Street lender I set up another company focused on pensions and investments as well as mortgages and in 2009 withdrew from arranging mortgages to specialise in pensions and investments. By 2016 I managed over £50m for about 30 clients but sold the business, took a year off and now focus on large investments for fewer clients. I only work on referrals from existing clients and fellow professionals and I am delighted to be part of the Eversley project.

I am married with a son of 30 and a daughter aged 28, I am Captain of my golf club this year, love to travel and I dabble in Classic Cars sometimes (currently an Alfa Romeo Spider). I speak schoolboy French and am fairly competent in Italian, where we like to holiday twice a year as well as Portugal when we can. I like new experiences and in recent years have been hot air ballooning, seen the Northern Lights, dived the Great Barrier Reef, climbed the Sydney Harbour Bridge, seen the Pyramids and Sphinx, swum with Stingrays and been cage diving with Great White Sharks in South Africa.

In 2016 I was lucky enough to get to pilot a Spitfire from Biggin Hill, a lifelong ambition. Hopefully next year we can see the Panama Canal and Niagara Falls…..🤞

Ross Dedman

Tel: 01992 500800

About Ross

 

Adviser, Ross Dedman, I have been in the financial services industry since 2016 and began as a paraplanner having recently completed my CeMAP qualification. I continued to extend my knowledge completing the Diploma in Financial Advice. In 2017 I moved to Eversley Estate Planners as a paraplanner and have since grown my knowledge further completing the Diploma in Financial Planning, becoming a financial adviser in the process and am currently working towards the Private Client Investment Advice and Wealth Management qualification.

I am a keen sports fan watching and playing everything and anything in my spare time.

Nicky Holland

Tel: 01992 500800

About Nicky

 

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

Sarah Miles

Tel: 01992 500800

About Sarah

 

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.

Sam Archer

Tel: 01992 500800

About Sam

 

Administrator, Sam Archer 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 back office support.

Want to know more?

Call us for a friendly chat on 01992 500 800 or email: info@eversley.co.uk