Everard Investment Planning Ltd.
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 but
working with clients throughout the UK. Our services are geared towards the
needs of our existing clients, many of whom are private investors with savings
and investment products. We are a ‘fee-based’ practice offering a range of fee
options from which to choose.
The firm was founded by George Everard in 1995
and became incorporated in 1999. George has a BA (Honours) degree in Financial
Services and he believes strongly in the need for Independent Financial
Advisers (IFAs) to demonstrate their professionalism through the attainment of
recognised qualifications. George is a qualified IFA and provides investment, pension
and life assurance advice to the firm’s clients.
Chris Read joined the firm as an Independent Financial Adviser in 2004 and he
is now Company Secretary and Client Services Manager. Chris is responsible for
ensuring that all of the firm’s clients receive a professional level of