We're an experienced team of financial advisers providing in-depth financial advice to individuals in Hertfordshire and the local area. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.

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About us

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Eversley has been trading since 1995. We are Independent Financial Planners delivering a professional and specialised service to individuals and businesses throughout South East England. Our highly skilled team based in Hertford, Hertfordshire, enjoys more than 80 years of experience in Investment, Tax Planning, Pension, Protection and Mortgage markets and is dedicated to offering helpful, holistic independent financial advice.

Auto Enrolment

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Auto enrolment is an initiative introduced by the government to require all employers to provide a workplace pension scheme in order to help their employees save for retirement. Prior to the introduction of this initiative, many employees were losing out on vital pension savings, either because they had failed to join their company's pension scheme, or because their employer didn't offer one.

Inheritance Tax

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With property prices having risen over the last few years, you don't have to be hugely wealthy to be affected by Inheritance Tax (IHT). As the value of property continues to rise, more families are calculating the value of their estates and finding they have a greater IHT liability than they'd thought.

Investments

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With interest rates currently low, being a keen saver isn't on its own likely to be enough to secure your financial future. If you were to put all your money into a savings account, you'd find that its longer-term value would be eroded by inflation. This means that as each year passes, your money buys less.

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