Meet the team

 

Glenn Williams

Tel: 01992 500800

About Glenn

 

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

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.

Peter Harry

Tel: 01992 500800

About Peter

 

Chartered Financial Planner, Peter Harry, has been a financial planner since 1999 and joined Eversley at the start of 2012 where he continues to provide comprehensive and bespoke financial planning solutions to corporations, trustees, attorneys and personal clients.  In 2011, he completed the degree level Advanced Diploma in Financial Planning including pension, tax and trust qualifications and attained Chartered Financial Planner status – in 2016 he attained Fellowship of the Personal Finance Society – the highest level of qualification available to financial advisers in the UK. This means that he can provide advice on and implement a broad range of solutions from simple investments to deeply technical financial plans encompassing pensions and tax planning, inter-generational estate planning and trust management. As an authorised pension specialist he can provide advice on all types of pension arrangements including final salary and occupational pension schemes as well as pensions on divorce.

Philip Kirk

Tel: 01992 500800

About Philip

Tanjir Sugar

Tel: 01992 500800

About Tanjir

 

Trainee Financial Adviser, Tanjir Sugar, a Commercial Mortgage Specialist also specialises in Equity Release and Home Reversion Plans and holds a Diploma in Financial Planning  is now working towards becoming a Financial Adviser.

Michelle Esmond

Tel: 01992 500800

About Michelle

 

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.

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

Ross Dedman

Tel: 01992 500800

About Ross

 

Paraplanner, Ross Dedman has worked in the financial services industry since 2016 and joined Eversley in September 2017 , Ross holds the Diploma in Financial Advice and assists Financial Advisers in all areas of work.

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.

Amy Roberts

Tel: 01992 500800

About Amy

 

Administrator, Amy Roberts is our newest recruit and joined Eversley in September 2017 and is currently studying for her industry qualifications.

Want to know more?

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