Eversley Estate Planners

Independent Financial Adviser The Laindon Barn / Barn Mews, Dunton Road, Laindon, Basildon, Essex, SS15 4DB
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
Good people to do business with
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
Meet our advisers
Philip Kirk
What our clients say
What were the circumstances that caused you to look for an IFA? I am an employer with 8 members of staff and was aware of the new changes in pension law but completely unaware of the logistics. How did Philip Kirk help you? Philip was very very helpful and professional in every way and found a way to help us through the mine field of company law and our obligations. Im very grateful and wouldnt hesitate to seek Philips advice in the future. What is your current situation? Have you seen the outcome you were hoping for? Absolutely yes a seamless transition to auto enrolment. What could they have done better? I have no idea what could be improved we had an excellent experience
Keith B, Ongar, Essex
What were the circumstances that caused you to look for an IFA? We were recommended to contact Philip for independent and professional advise to better manage our current investments. How did Philip Kirk help you? He took a great deal of time to ascertain what we were looking for and came up with a plan to achieve this. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? We are very happy with the service and results. Philip always responds to our contacts and we have regular reviews.
Graham B, Shenfield, Essex
What were the circumstances that caused you to look for an IFA? Auto enrolment pensions. How did Philip Kirk help you? We provide accountancy and payroll services to a number of businesses. Philip has helped our clients meet their auto enrolment obligations as well as working with our payroll department to ensure a smooth introduction and ongoing management of auto enrolment pensions. What is your current situation? Have you seen the outcome you were hoping for? Yes - Philip has provided an excellent level of service to our clients and ensured all the systems were in place with the client, the pension and their payroll to avoid any issues or problems now and at a later date. What could they have done better? No.
Clare F, Essex
What were the circumstances that caused you to look for an IFA? We provide a payroll service for many companies. When the auto enrolment pensions were introduced we needed an expert in the area to advise our clients. How did Philip Kirk help you? Philip has helped a number of our clients set up their auto enrolment pensions and has also helped our own payroll team complete the necessary reporting and returns. What is your current situation? Have you seen the outcome you were hoping for? Absolutely. Every one of our clients have been very pleased with the service received.
Maria F, Upminster, Essex
I was recommended Philip Kirk to give me some advise with finances and a pension that I was receiving from my divorce settlement. I was very stressed and unsure of what to do with this, not knowing if I was going to be able to manage my finances going forward and what my options were regarding the pension I was to receive.Philip, from the start, was very knowledgeable, giving me confidence that he could do the best with my finances in a safe and secure way, as I am only a few years away from retirement and needed to invest my money wisely to allow me to have a reasonable lifestyle when I retire.He is very methodical and the way he explains about the complicated ways of the financial world is very clear and precise. He is only too pleased to answer questions and I would not hesitate to recommend him to friends and family. What could they have done better? I really do not have anything that I could say that he could do better. Nothing seems too much trouble and as I said he is very knowledgeable and thorough with his approach to helping me with my finances.
Elaine L, Hornchurch, Essex
Over the past few months Philip has reviewed my financial situation both current and future and via his financial expertise plans have now been put in place.The investment platform Philip uses is both easy to use and clear as to ones investments and decisions.The meetings to achieve this have been both informative and pleasurable and of course Philip is always available and responsive to both phone calls and E Mails.I am looking forward to his detailed reviews as part of his comprehensive service and expect to have a long association with him.I have no hesitation in strongly recommending him.Max (FCA Retired)
Max, Shenfield, Essex
I first met Philip in 1999 when he was recommended to me to set up my company pension scheme. Later in 2005 he advised me with regard to bringing my verious pensions into one pot. scince 2005 until 2011 when I officially retired my pension pot has almost doubled making a net compound annualised return of just under 9% this dispite verious market losses. Philip also gave me advice with regard to annuities and is currently advising me with regard to my will. What could they have done better? not go to deaply into explainations of investments.
Michael J, Brentwood, Essex
After previous encounters with so called 'independant' financial advisors, it was a pleasure and a releif to find one that is really independant and has proved to be trustworthy and invaluable asset to my financial planning, dealing with all aspects of investments and tax planning. What could they have done better? Less paperwork for clients. I know these things are difficult due to rules and regulations but as for someone like myself who relies on Philip Kirk's good judgement, I do not necessarily feel the need.
Ken H, Tendering, Essex
Philip's financial advice and guidance is excellent. He carries out a detailed review at least twice and year and is available either by telephone or email as and when needed.He responds promptly to any questions and is extremely knowledgeable in all forms of investments. The systems that he uses provides me with easy access to my portfolio and enables me understand the investment decisions that are made. What could they have done better? I cannot think of anything that Philip falls down on - I would have no hesitation is strongly recommending him to others.
Alison R, Wickford, Essex
I am most thankful to Philip for his help and guidance through my pensions, which has enabled me to get the best I can from the pension contributions I have made over the years. He explained things to me very clearly, thus making a complex situation easily understood. I felt throughout that here is a man who really knows what he's talking about. I have already recommended Philip to my friends and to other business clients.
Pam, Kent
I am thankful that I found Philip over 10 years ago and have used his services since then. With his advice my investments have grown and his help with pension choices was invaluable. His advice on fund choices and movements has also been excellent. This is backed up by regularly showing me the "net annualised return" on the money invested. The rate is after all charges, so you can see how you have done over the whole time. I have found him to be thorough, explaining all the options and ensuring I understood the process. I highly recommend him. What could they have done better? If you need financial advice I have not found anyone better. I cannot think of anything he could do better than he does already.
B & L, Hutton, Essex
Philip has always given excellent advice to me on my investments and pension for which I am very thankful. He is very thorough (and patient) making sure I understand the processes and understands fully my attitude to risk.I have no hesitation in saying I would recommend him to my friends and family. What could they have done better? I can't think of anything at this moment in time for Philip to improve his service.
Keith, Hutton, Essex
Philip explained everything clearly and ensured I understood the process. Has regularly reviewed the investments to ensure my pension is on track to reach the figure I wish to achieve at retirement. What could they have done better? Nothing really. Philip is the most professional IFA I have met and I have had no hesitation in recommending him to my family, friends and clients.
Andrew W, Shenfield, Essex
This adviser in particular is brilliant at describing to all levels of understanding the processes and plans that he has made. He is very forthcoming and open about all aspects of the business and if it is felt there is a better option for you he will advise you well in all aspects.Forward planning and up to date in all things, I could not hope for a better adviser. What could they have done better? Open more outlets across the country with the level of genuine care given to clients that is seen at this adviser.
Andrew J, Essex
Where to find us

The Laindon Barn / Barn Mews, Dunton Road, Laindon, Basildon, Essex, SS15 4DB

Make an enquiry
About us

Our head offices are based in Hertford, with advisers covering Hertford & surrounding counties. For Clients in Essex, I am based in Laindon. Initial meeting can be at your home or place of work, should you prefer.

Our services

Help clients achieve a crystal clear understanding of what they have and where they stand, at every stage of life. Building and Maintaining strong working business relationships, based on service and results.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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