Eversley Estate Planners Ltd

Independent Financial Adviser  Eversley Estate Planners Ltd, Hertford, Hertfordshire, SG14 1DX
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FCA authorised
Last authorised 17th February 2020
I am about providing a service of Ideas to build a more secure and better future for my clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Taxation planning
Meet our advisers
Chris Swole
Senior Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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