Home - Everard IFA - Investment planning

Welcome

Welcome to Everard Investment Planning Ltd. We are a small firm of Investment Advisers. We provide impartial advice, primarily in the field of medium to...

Introduction

Welcome

Welcome to Everard Investment Planning Ltd. We are a small firm of Investment Advisers. We provide impartial advice, primarily in the field of medium to long-term investment. We work for...

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Our Code of Ethics

Everard Investment Planning Ltd is committed to observing the highest standards of ethical behaviour and as such expects its advisers...

Our Investment Philosophy

We offer our investment advice on an ‘independent’ basis. We take a pragmatic approach to using different styles and philosophies...

Useful Links

These links contain useful information: The Financial Conduct Authority Our regulator provides useful information on current ‘scams’ and guidance on...

Risk Profiling Questionnaire – Investment

Risk Profiling Questionnaire - Investment - Risk Profiling Questionnaire for clients wishing to invest lump sums...

Risk Profiling Questionnaire – Pensions

Risk Profiling Questionnaire - Pensions - Risk Profiling Questionnaire for clients wishing to invest pre-retirement regular...

Transfer of Servicing

Transfer of Servicing - To appoint us as the servicing adviser for your existing policies/accounts/contracts. All...

Letter of Authority

Letter of Authority – To allow us to request information about your investment, policy, account...

Client Agreement

Client Agreement - This sets out the terms under which we operate, and it covers advice...

Our Investment Advice Process

Our Investment Advice Process – This document outlines the basic steps involved in providing investment...

About Us

We are a small firm based in Bristol, working with clients throughout the UK. We provide Independent Investment Advice and are geared towards the needs of our existing clients, most of...

Introduction

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