Martin Everson
Financial Planning Consultant DipFA, CeRER®, CeMAP® in Cirencester
A little bit about Martin
Achieve Your Financial Goals with Expert Guidance.
I’m Martin Everson, a Financial Planning Consultant at Quilter Financial Advisers, committed to helping individuals and families secure their financial future. With DipFA, CeRER, and CeMAP certifications from the London Institute of Banking & Finance, I bring expertise in financial planning, equity release, mortgages, and protection.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Qualifications
Diploma for Financial Advisers
- The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.
Certificate in Regulated Equity Release
- Develops specialist knowledge to understand different customer needs and to be able to advise on the different types of equity release products and the risks and benefits associated with taking out a scheme.
CeMAP Diploma - Level 4
- The CeMAP Diploma elevates expertise and knowledge in mortgage advice.
Location
Martin's location
Cirencester
Gloucestershire
GL7
United Kingdom
Martin is located in Cirencester and offers expert financial advice to suit your needs.
More about me
Why Choose Me?
- Tailored Solutions: I take the time to understand your unique needs and craft personalised strategies.
- Proven expertise: My qualifications and years of experience ensure reliable advice.
- Cutting-edge tools: I leverage advanced technology to deliver precise, actionable insights.
- Client-centric approach: Your goals are my priority - whether building wealth, retirement planning, or protecting your assets. My mission is to empower you to achieve your financial aspirations, no matter your circumstances. Let’s create a roadmap tailored to your success.
What Sets Me Apart?
- New business development: Helping clients discover untapped opportunities.
- Key account management: Building trust through consistent communication.
- Exceptional service: Delivering advice with transparency and fairness.
Ready to Take Control of Your Financial Future?
Contact me today for a free consultation and let’s start building your financial success story.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.