We had looked at a number of advisers
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.
Reply from Everwealth
Thank you for the kind review, Bill. We really appreciate you taking the time to share your experience.
We’re pleased to hear that meeting Jordan face to face helped you feel comfortable and confident in the advice process. Finding the right financial adviser is important, particularly when it comes to pensions and retirement planning, so it’s great that Everwealth felt like the right fit for you.
We’re also glad we could help clarify things when those bank statements caused a bit of concern. Questions and misunderstandings can happen, so making sure you can get clear explanations when you need them is an important part of the support we provide.
Thank you again for your recommendation and for trusting Everwealth. We look forward to continuing to support you moving forwards.