Everard Investment Planning Ltd. About

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

We 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 service.