Eversley Estate Planners Limited

Independent Financial Adviser  19-21 Bull Plain, Hertford, Hertfordshire, SG14 1DX
First meeting at adviser's own cost
We provide bespoke, unbiased independent advice to help our clients achieve their financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Buy to let
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
9.6/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Peter Harry APFS, BA(Hons)
Chartered Financial Planner

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
Daniel Stansall Dip PFS MSci (hons)
Senior financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

About us

Established in 1995, Eversley Estate Planners provide holistic, independent financial advice to individuals, businesses and trustees in London and the South East.

We are able to advise on all aspects of financial planning and wealth management, and pride ourselves on delivering an exceptional and friendly service to all our clients.

Our services

We take the time to listen to our clients, working closely with them to help identify their financial goals. We then create a tailored plan for every client, explaining our recommendations in clear, jargon-free language.

Where to find us
Head office address: 19-21 Bull Plain, Hertford, Herts, SG14 1DX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.6/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.15 mi
Financial advice that covers all areas of financial planning, with the advantage of being impartial as we are completely independent.
 
Independent Financial Adviser 0.18 mi
Our approach is designed to give you the ability to organise and take control of your financial future.
 
Independent Financial Adviser 0.18 mi
Personal financial planning and Investment services for trustees, private individuals and their attorneys.
 
Independent Financial Adviser 0.78 mi
Uniquely positioned to give you advice that is personal, independent and accessible.