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 a small number of private client investors wishing to make their savings and investments work harder for them.

If you have already established pension and/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.

‘Keeping it Simple’

We believe in ‘keeping things simple’ and whilst some investments are by their nature complex, we aim to simplify our clients’ 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.

A Special Service?

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 investments, whether large or small, with the same level of diligence. Of course, meticulous attention to detail does take time, and therefore always comes at a price, but we believe that the additional peace of mind that such thoroughness results in, makes the additional cost worthwhile.

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 highly value our existing client relationships and we therefore prioritise work for our existing clients before taking on new clients. This can, at very busy times, lead to us having to create a waiting list of potential new clients. Should this happen to you, then we hope that you will understand that we need to do this in order to maintain our first-class service standards for our existing clients. Of course, should you require urgent advice, then we will endeavour to find you another suitable adviser.

Needing Advice?

If you like what you have seen so far then we would love to hear from you! So please feel free to contact us for more information about our services and charges. We have made our Client Agreement freely available for you to view or download as you choose.  This can be found in our ‘Library’,  a link to which can be found at the top of this page.