Eversley Estate Planners Ltd

Independent Financial Adviser Eversley Estate Planners Ltd, 19-21 Bull Plain, Hertfordshire, Hertford, SG14 1DX
FCA verified
16th September 2019
I am about providing a service of Ideas to build a more secure and better future for my clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
Meet our advisers
adviser-person
Chris Swole
Senior Adviser
Where to find us

Eversley Estate Planners Ltd, 19-21 Bull Plain, Hertfordshire, Hertford, SG14 1DX

About us

Hello, my name is Chris and I have been a Financial Adviser for over 30 years having been previously a High School Teacher of Economics to University level.
My business ethic is about having a small number of clients who I look after and have a periodic relationship with; I get no satisfaction from just transacting products with members of The Public - I do not want volume business.
My business process is to understand my client holistically and develop a plan that delivers their needs; to this end I would like to think that my experience in this business and my qualifications help me deliver that to my clients.
I am ably supported by my P.A. and Administrator, Janice. She is experienced in the executive Corporate world but now works with me to deliver Client Care and their Administration.
Together we use the most up to date Technology to assess the Market providers and their contracts so that we can deliver the most value -added cost effective solutions to our clients.

Our services

Overall we produce Bespoke Financial Plans for our Clients that deliver their financial objectives, and bring Financial Organisation to their Affairs.

But within that overall service I get great pleasure from managing our clients Savings and Investments so that they enjoy capital security with better returns.

Then there is our work arranging our clients Estate so that there are secured to deliver a Legacy - not just Memories! This is most satisfying.

Finally for our younger family clients we arrange their finances so as to deliver complete protection from life's catastrophic events and give hope for a better future.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Into Financial Management is authorised by the Financial Conduct Authority and is entered in its Register under the number 607426.
To confirm our registration details, you can visit http://www.fsa.gov.uk/register/

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