Investment Advice

Whether you are looking to protect, grow or take income from your capital, our evidence-based investment advice can help you get the most out of your wealth.

Investment is an integral part of any financial strategy. With over 200 years’ collective experience and expertise, our wealth management team can build a tailored investment portfolio that furthers your financial goals.

As truly independent financial advisers, we put you and your individual needs at the heart of our decision-making. We can manage and source investment opportunities that support your current and future objectives.

Individual Savings Accounts (ISAs)

Our Financial Planner Charlotte Reynolds explains what ISAs are and how you investors can benefit from having one.

“I have felt confident that my pension is in safe hands.”

I have used Everlong Wealth for a number of years and have always been happy with the service I have received. I have always been able to contact them with any concerns and receive prompt replies to any queries.
They have been efficient and helpful with any of my financial enquiries and I would have no hesitation in recommending them.

Nicky Carrington

What type of investor are you?

Are you a risk-taker or risk-averse? Would you prefer an active or passive management investment portfolio? Our three-stage consultation process and risk profiling assessment provide us with the answers to these questions, as well as further insights into your financial DNA.

Once we understand you better, we can explore investment opportunities and develop a portfolio that aligns with your long-term goals.

Within our evidence-based approach, we review and stress test your portfolio regularly to ensure your spending intentions are compatible with your historic data and predicted returns.

Investment is a balancing act between risk and return, and our wealth management experts know how to keep your finances in equilibrium.


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