Why Everlong Wealth?

FCA Registered (Ref. 443209)
Longstanding client relationships
Chartered financial planning
Modern, client-focused approach

Securing your future with evidence-based financial planning

Everlong helps businesses and private clients to grow and protect their wealth through evidence-based financial planning. We give people the freedom to enjoy life through financial security.

Our chartered financial planners have more than 200 years of collective experience in helping people and businesses achieve their goals through wealth management services. With our wide-range of services, we support clients at every age and life stage.

Information about our services

Our Chartered Financial Planner Mufaddal Travadi talks through the important features around our business and how they can benefit you.

Our impact in numbers



Number of clients nationally


UK office locations


Years of collective experience

2 to 106

Age range of investors


Certified excellence

We are proud to be a chartered financial planning company with the Chartered Insurance Institute (CII). Our chartered status is a clear indicator of our long-term dedication to investing in the highest calibre professionals and providing the highest quality financial services to our clients. Find out more about what it means to be chartered.

  • Professionalism
  • Industry-leading knowledge and experience
  • Trusted financial planning
  • Advice from chartered financial planners

Everlong Wealth

“The relationship I have with Everlong Wealth goes beyond simply what products are available. Their in-depth approach led to an investment portfolio that I wouldn’t have achieved had I gone elsewhere”

Truly independent

There are no conflicting interests or ulterior motives behind our financial planning advice and, unlike a bank or investment society, we are free from institutional bias.

We achieve the best possible outcomes by keeping your financial goals at the heart of everything we do.

Expertise and experience

We have a uniquely young, highly qualified team. As a group company of the award-winning accountancy firm PKF Smith Cooper, we make the most of our industry connections to provide our clients with first-class financial support and advice.