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 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.

 

George Everard BA(Hons), Cert CII (Life and Pensions), CeMAP, DipPFS.

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 Diploma Level 4 qualified adviser and provides investment, pension and life assurance advice to the firm’s clients.

 

Tracey Manley

Tracey Manley is Company Secretary and Client Services Manager and is responsible for ensuring that all of the firm’s clients receive a professional level of service. She has more than 30 years’ experience within financial services, including technical pension support, project work and more recently financial adviser support.