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SG - Stevenage

Eversley Financial
    Management Ltd
Forum Wealth
    Management
Colin Palmer
    Financial Services


Independent Financial Advisor in Hertford, Hertfordshire

Eversley Estate Planners Ltd

Address: 19-21 Bull Plain, Hertford, Herts, SG14 1DX
Telephone: 01992 500 800
Fax: 01992 500 444
E-mail: joanne@eversley.co.uk
Visit our Web Site: www.eversley.co.uk

Contact: Joanne Brown

General information

Eversley an Independent Financial Advisor in Hertford, Hertfordshire, has been trading since 1995. Over the last decade the service we offer has widened to meet the needs of our clients; old and new.

We can offer advice on all aspects of personal financial planning, however we specialise in providing advice on wealth creation and protection, which includes areas such as lump sum investments and portfolio planning for both growth and income, together with advice on tax planning.

We also have a team of specialist mortgage advisers who can assist you with any residential or buy-to–let requirements.

If you are looking to buy a property overseas Eversley have access to a range of Overseas Mortgages, specialising initially in France, Spain, Italy and Portugal we can arrange loans of up to 80% of the property price or value.

Following consultation with our clients, we have also established an in-house Estate Planning Department which can provide specialist advice and assistance on Wills, Trusts and Probate.

We have listed below the main topics on which we can give advice. Please note, however, this is not explicit. Please visit our website for further information about us and the wide range of services we can provide: -

Personal
Corporate & Business Planning
  • Lump Sum Investments
  • Regular Savings Plans
  • Retirement & Pension Planning
  • Income Protection
  • Critical Illness Cover
  • Life Assurance
  • Long Term Care
  • Residential Mortgages
  • Equity Release & Home Reversion Plans
  • Inheritance Tax & Estate Planning including Wills,
        Trusts and Probate
  • Group Personal Pension Plans
  • Stakeholder Pension Plans
  • Group Income Protection Schemes
  • Group Life Cover Schemes
  • Group Critical Illness Cover Plans
  • Key Person Protection
  • Partnership Protection
  • Shareholder Protecton
  • Employee Benefits
  • Corporate Planning

  • Eversley Estate Planners Limited is directly regulated by the Financial Services Authority. Not all of the services/products are regulated by the Financial Services Authority.



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