Everard Investment Planning Ltd.
Independent Investment Advisers

Welcome to Everard

The value of investments can fall as well as rise and you may not get back the amount of your original investment.



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

We 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.

So, if 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.

Above 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.

Perhaps 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 service.

We 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 portfolios.


So 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.