Everard Investment Planning Ltd.
Independent Investment Advisers
The value of investments can fall as well as rise and you may not get back the amount of your original investment.
YOUR HOME IS AT RISK IF YOU DO NOT KEEP UP PAYMENTS ON A MORTGAGE OR OTHER LOAN SECURED ON IT.
Everard Investment Planning is Authorised and Regulated by the Financial Conduct Authority. FCA Register Number: 456568.
Registered in England & Wales, Company Number 3836796. Registered Office
address: 6 Kelston Road, Bristol, BS31 2JH. Trading address: Kingswood House ,
South Road, Kingswood, Bristol, BS15 8JF.
Telephone: 0117 9832866
are a small firm of Independent Financial Advisers based in Bristol. We provide
independent and impartial advice on investments, pensions and life assurance
products, selected from the whole marketplace. We work for a small number of
personal and business clients residing within the UK, many of whom are private
investors wishing to make their savings and investments work harder for them.
you have pension or investment funds that you feel should be working harder for
you, then we may be able to help you. We have a wide knowledge of current and past
products, as well as markets and legislation. Using specialist software we can
thoroughly research your existing collection of investments, analyse their
risks and consider their potential for further growth. We can recommend changes
to your existing funds, where appropriate, and we have the experience to help
you to avoid some of the pitfalls frequently encountered by investors.
all, we pride ourselves on providing a level of service to our clients which we
believe is of an unusually high standard when compared to our rivals. We take
great care to ensure that our advice is always well-researched, clearly
documented and executed to a high level of accuracy. We know that our clients
place a great deal of trust in us, so we treat all investment amounts, whether
large or small, as if they were our own.
one of the main reasons why we continue to thrive is that for many years we
have taken the time to look after our existing clients, most of whom were
referred to us by other clients or by professional advisers, such as
accountants. Our business is all about the quality of our advice and on-going
believe strongly in ‘keeping things simple’ and whilst some investments are by
their nature complex, we aim to simplify our client’s holdings wherever we deem
complexity to be unnecessary. We strongly encourage our clients to learn more
about their investments, so we are always pleased to spend time answering
questions and making sure that our clients fully understand what's inside their
please feel free to contact us for more information about our services and
charges. We have made our Client Agreement and Fee Agreement freely available
for you to view or download as you choose. These can be found in our 'Library',
a link to which is on the left hand side of this page.
Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or call them on 0800 023 4 567.