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.

 

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

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…..🤞

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