Business Details
10 Years
experience
Independent Financial Advisers in Hertford
Established in 2016 by founder and CEO Campbell Banks, Eversley Estate Planners has grown into a leading UK provider of independent financial planning. Our holistic approach combines deep technical expertise with a client-centric philosophy, ensuring tailored solutions for investments, pensions, protection, and estate planning. With a team of chartered advisers and compliance specialists, we prioritise transparency, jargon-free communication, and long-term client relationships.Our proprietary client journey framework, supported by a digital performance dashboard, ensures continuous financial strategy optimisation. Recognised by the Financial Conduct Authority, we maintain rigorous compliance standards while delivering accessible, value-driven advice across the UK.
Services
Investments
Pensions
Protection
Saving
Inheritance Tax
Estate Planning
Long Term Care
Mortgages
Details
- Year established: 2016
Highlights and features
- We provide holistic financial planning with a focus on long-term client relationships
- Our team includes chartered financial advisers with specialist qualifications
- We offer jargon-free advice tailored to individual client circumstances
- Our proprietary client journey framework ensures continuous strategy optimisation
- We maintain rigorous compliance standards under Financial Conduct Authority regulation
Associations and certifications
- Financial Conduct Authority
Services
Investment Planning
Our investment planning service helps clients grow their wealth through tailored strategies. We assess risk tolerance, financial goals, and market opportunities to create diversified portfolios. With ongoing monitoring and quarterly performance reviews, we ensure your investments align with evolving personal circumstances and market conditions.
Pension Planning
We specialise in comprehensive pension planning to ensure financial security in retirement. Our advisers evaluate current pension provisions, recommend optimal contribution strategies, and help consolidate existing pensions. Through regular reviews, we adapt plans to changing legislation and personal circumstances to maximise retirement income.
Inheritance Tax
Our inheritance tax specialists develop strategic solutions to minimise tax liabilities while preserving family wealth. We provide expert guidance on exemptions, trusts, and gifting strategies. With forward-looking estate planning, we help clients protect assets and ensure smooth wealth transfer to future generations in compliance with current tax regulations.
Mortgage Advice
We offer expert mortgage advice covering all stages of property acquisition. Our advisers help clients navigate complex mortgage products, assess affordability, and secure competitive rates. From first-time buyers to buy-to-let investors, we provide tailored solutions that integrate with overall financial planning objectives.
Long Term Care
Our long-term care specialists help clients prepare for future care needs through strategic financial planning. We assess available funding options, including insurance solutions and asset management strategies. By integrating care planning with overall financial strategy, we ensure clients maintain choice and dignity in later life while protecting family assets.
People
Campbell Banks
CEO
Founder of Eversley Estate Planners with 25+ years' experience in financial services across Asia Pacific and the UK. Former executive at ING Group, AXA, and AMP Limited. Oversees strategic acquisitions and growth initiatives.
Marine Deruelle
Head of Operations
Joined MWA in 2022 as Head of Operations, specialising in post-acquisition integrations. Holds Masters in International Business and Languages. Previously worked with AXA Australia and AMP Limited in operational roles.
Sasha Sherman
Head of Compliance
Level 4 qualified compliance professional with eight years' technical experience. Manages compliance and paraplanning teams, ensuring high standards of client outcomes. Working towards chartered status in financial planning.
Daniel Stansall
Advice Manager
Chartered financial adviser with astrophysics background. Oversees technical aspects of client advice, provides training, and ensures quality standards. Specialises in helping clients understand complex financial strategies.
Lisa Grange
Client Services Team Leader
Manages client services operations in Hampshire. Coordinates support teams to ensure seamless client interactions throughout the financial planning journey. Focuses on maintaining high service standards.
Questions
What areas of financial advice do you specialise in?
We specialise in investments, pensions, protection, inheritance tax planning, estate planning, long-term care, and mortgages.
Are your financial advisers qualified?
Yes, our team includes chartered financial advisers with specialist qualifications in pension transfers and long-term care.
How does your client journey work?
Our five-stage process includes exploration, fact-finding, bespoke planning, implementation, and annual reviews using our online performance dashboard.
Do you offer free initial consultations?
Yes, we provide free initial consultations with no obligation to proceed with our services.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority under reference 460399.
What makes your service different?
We combine technical expertise with jargon-free communication, offering holistic planning and continuous strategy optimisation through our proprietary client journey framework.
