Skip to main content
Search

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.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

Understanding the Autumn Budget

Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.

Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.

For help understanding how the Autumn Budget could impact you, get in touch with me today.

Download now

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. Investing can help your money grow over time, but the value of investments can go down as well as up.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Approver Quilter Financial Services Limited. October 2026.

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.

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.

Martin's location

Cirencester
Gloucestershire
GL7
United Kingdom

Martin is located in Cirencester and offers expert financial advice to suit your needs.

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 24 January 2025.