Everwealth Opiniones 15

We have been with Neil for a year now and honestly we wish we had moved to him ages ago because he has been brilliant from the start and he keeps in touch every month and talks everything through in a way that actually makes sense and it just feels like we always know what is going on with our money which is a nice change

One of the biggest things he has done for us is sorting out all my old pensions and pulling my ISAs together so now everything is in one place and I can actually see what I have instead of trying to remember loads of different logins and bits of paper and it has taken a massive weight off my mind because it all feels a lot more organised now and like its actually working for me

We are really happy with how things have gone so far and long may it continue and I would defintely recomend Neil to anyone who wants a financial adviser who actually cares and gets things done

Having a consultation with Neil Summers from Everwealth on our retirement planning has been invaluable in helping us prepare for retirement. He took the time to understand our goals and explained every option clearly, from pensions to long‑term income planning. Thanks to his guidance, we now have a retirement plan we feel truly confident about. We highly recommend him for his expertise, honesty, and supportive approach.

We had looked at a number of advisers, not quite found the right fit, having seen Everwealth had some good reviews we met Jordan face to face, just what we wanted, knowledgeable, not pushy and we felt comfortable. Phone and email contact as necessary. During a moment of panic due to my misunderstanding of some bank statements while Jordan was temporarily unavailable (he’d informed us of this) Neil was able to give full explanations. I’m happy to recommend Everwealth.

Neil Summers at Everwealth (matched through unbiased.com) has helped me all the way through the daunting process of sorting my pensions. He has kept me informed at every stage by phone and/or email.
If you will be going through this process any time soon I found Neil to be knowledgeable, reliable and helpful and he can be contacted at any time if you have any questions or concerns.

When looking for a financial advisor for my husband's retirement, it was a bit daunting, but went on unbiased and their quick response got us in touch with a lovely man, Neil Summers, who was from Everwealth and local. He got in touch and he came and saw us twice and explained everything so we could understand everything and made all the worry melt away. He has helped us no end and I would recommend his services to anyone. He clearly knows all the in and outs of pensions and you are not put under any pressure if you don't use his services, which he tells you at the start. We are just so happy with everything he has done and its a big relief to find someone who knows their job and no pushing to go with them. Thank you Everwealth and unbiased.

I was seeking pension advice prior to retirement. After initially finding Everwealth via Unbiased, my experience with Everwealth has been excellent. Jordan Durrant in particular has been superb.

They responded quickly to my enquiry. Jordan quickly visited me at home. He took time to explain the nuances of the several relatively small yet different work pensions I had accumulated over the years.

After studying each one, Jordan quickly advised me to accept a couple of pensions straight away. Because they were good offers, included useful benefits. That advice was free of charge. Thank you Jordan.

Others larger pensions were more complex, involving additional time and work for Everwealth. It was well worth engaging Jordan for his friendly support, experience and especially for his knowledge of the financial market.

When I need more advice, I will not hesitate to contact Everwealth again... Highly recommended. Don't hesitate.

Thanks for your help with organising our finances for our future. I feel like we know where we are and where we are heading!

We had a really great experience working with Jordan at Everwealth. He helped my husband with his pensions and sorted out life insurance for us as well. He explained everything clearly and made sure we understood all of the options. Their advice felt well thought out and we finally have a clear plan for retirement in 10 years time. Definitely would recommend Everwealth to anyone who wants a friendly professional adviser.

Wonderfully friendly and professional service provided by Jordan. He has helped us with a serious tax issue and created a full plan for my wife and I, putting all our finances in order. Huge weight off our shoulders and we couldn't be more pleased. Many thanks.

Following an initial phone call with Jordan he came to visit me at home.
He was professional, polite, friendly and our meeting was relaxed and not rushed.
He listened very carefully to my current personal situation and clearly understood my financial needs.
Jordan took time to review and explain with patience my existing finances in detail.
Following this meeting Jordan has created a comprehensive, and easy to understand new plan. It is simple, clear and has given me confidence and understanding about my financial future.
Communication is excellent.
I would recommend Everwealth without reservation and am extremely pleased to be supported by them. Thank you

I met Neil yesterday,and i found him very approachable and easy to talk to,he gave me plenty of good clear advice about planning for my retirement. So i feel confident moving forward with him over the coming years.

Neil was great to deal with professional, patient, and genuinely helpful. I had to move things around a couple of times and he was really flexible. No jargon, no pressure, just clear, practical advice that made sense. Would definitely recommend.

Jordan from Everwealth was absolutely brilliant. He took the time to come out to my home, which made the whole process feel relaxed and personal. We spent time reviewing my finances in detail, and he really listened to what mattered most to me. From there, he created a clear long-term financial plan that gave me real confidence about the future l. I felt completely supported though the whole process - nothing was rushed, and everything was explained in a way that made sense. I’d wholeheartedly recommend Everwealth to anyone looking for genuine, thoughtful financial advice.

My experience with Everwealth has been fantastic! They helped me to consolidate my pensions and made the process so easy. Jordan made me feel really comfortable and took the time to understand what I needed and to help me set goals for the future. I now feel much more confident about my retirement! Thank you!

Jordan at Everwealth helped me sort out my pensions. He was professional and explained everything so that I couldn’t understand. I would recommend Everwealth highly.