Eversley Wealth Management Ltd
Brentwood
(3)
Brentwood
(3)
Eversley is part of MWA Financial and who are building one of the UK's most respected IFA groups. Personally, I pride myself on providing sensible advice relevant to the real world which is easily understood and jargon free. One of the most important things to do when devising financial plans is ensure that the flexibility to alter those plans as often as required is retained to cope with clients' constantly changing situations.
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3 customer reviews
Martin
Personable and friendly service from a trusted person with a wealth of knowledge and experience. Recommended
Robert Johnson
I would like to say this company are very professional and give excellent advice.
My advisor is Graham Stead and has provided me excellent service and support.
Shaaron
Easy to get hold of which means everything. Very very thorough service. Everything explained to myself and my husband without waffle. Really very very pleased with Graham. Couldn't recommend more highly More...
What do you love most about your job?
I have been a financial advisor for over 43 years and derive great satisfaction from working closely with my clients to ensure they fully understand how I generate good returns for them without taking too much risk. Many clients have become good friends and vice versa.
What inspired you to start your own business?
Frustration with nonsensical management and a strong desire to prove I could do things far better - and to control my own destiny.
Why should our clients choose you?
Because I have spent over 43 years honing my skills and delivering good returns for clients without complaint.
Can you provide your services online or remotely? If so, please add details.
I can use Zoom or Microsoft Teams, email and/or phone to hold an initial 'meeting' where potential clients can get a 'flavour' of how I can help.
What changes have you made to keep your customers safe from Covid-19?
I am guided completely by what potential and existing clients feel is acceptable. I have been vaccinated with the Oxford Astra Zeneca vaccine.
Pensions
Detailed advice on all types of pensions that is relevant to real situations rather than the off the peg approach.
