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Welcome....

Welcome to Everard Investment Planning Ltd. We are a small but dynamic company providing investment portfolio advice to private clients throughout the United Kingdom.

If you are looking for the very best in professional, tailor-made financial advice then look no further. We believe that most individuals can benefit from the guidance of an Independent Financial Adviser (IFA) - someone with integrity who gets to know their unique circumstances in detail, and whom they can rely upon to act with impartiality at all times.

Investment in technology coupled with detailed knowledge of products, markets and legislation enables us to quickly perform comprehensive financial analysis, contingency planning and product comparisons. We have dealt with thousands of clients and can help you to avoid the pitfalls sometimes encountered by those who do not take professional advice.

We offer a range of services with fixed prices. All advice will be confirmed in writing, for your protection. You can also rest assured that your adviser will be fully qualified and will be authorised and regulated by the FSA.


 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 3836796.

Registered Office:
Registered Address: 6 Kelston Road, Bristol BS31 2JH. All Corespondence & Enquires to: Kingswood House, South Road, Kingswood, Bristol, BS15 8JF.

FSA Firm Number: 456568

Telephone : 0117 9832866

Email : office@everardifa.co.uk




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 456568


 
Registered Address: 6 Kelston Road, Bristol BS31 2JH. All Corespondence & Enquires to: Kingswood House, South Road, Kingswood, Bristol, BS15 8JF. - Telephone : 0117 9832866