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Independent Financial Advice – Retirement, Pensions, Wealth Management & Investments Everwealth Financial Planning is a fully independent financial advice firm based in Ipswich and Colchester, serving individuals, families, and business owners across Suffolk, Norfolk, Essex, Cambridgeshire, Bedfordshire, Buckinghamshire, and Hertfordshire. Our qualified advisers specialise in: • Retirement planning • Pension advice and consolidation • Wealth management • Investment strategies • Tax-efficient financial planning We provide flexible, confidential appointments at your home, office, or remotely – making expert financial advice as convenient as it is personal. What makes us unique? We combine truly independent advice with a personal, down-to-earth approach. We’re not tied to any providers, meaning every recommendation is based solely on your circumstances – no agendas, no sales targets. Whether you’re planning for retirement, managing investments, or building long-term wealth, we focus on what’s right for you. And because we offer face-to-face and remote meetings, we’re as accessible as your needs require. Book a free initial consultation and take the first step towards greater financial clarity and peace of mind.
6 The Square, IP5 3SL, Ipswich, Royaume-Uni
I’m very happy to recommend Everwealth. I had a lot of individual pensions from various employers that I accumulated over the years. Neil conducted a thorough review of all my pensions and recommended that I keep some where they were and transfer others. The ones that were transferred are doing very well. Thank you and I can monitor them on an App. So can easily check any time I want.
We have been with Neil for a year now and honestly we wish we had moved to him ages ago because he has been brilliant from the start and he keeps in touch every month and talks everything through in a way that actually makes sense and it just feels like we always know what is going on with our money which is a nice change
One of the biggest things he has done for us is sorting out all my old pensions and pulling my ISAs together so now everything is in one place and I can actually see what I have instead of trying to remember loads of different logins and bits of paper and it has taken a massive weight off my mind because it all feels a lot more organised now and like its actually working for me
We are really happy with how things have gone so far and long may it continue and I would defintely recomend Neil to anyone who wants a financial adviser who actually cares and gets things done
Having a consultation with Neil Summers from Everwealth on our retirement planning has been invaluable in helping us prepare for retirement. He took the time to understand our goals and explained every option clearly, from pensions to long‑term income planning. Thanks to his guidance, we now have a retirement plan we feel truly confident about. We highly recommend him for his expertise, honesty, and supportive approach.
Réponse : Everwealth
Thank you so much, Jane. This genuinely means a lot to read.
Retirement planning can feel overwhelming when you're facing it for the first time, so knowing that our conversations with Neil helped bring some real clarity and confidence is exactly why we do what we do at Everwealth.
Taking the time to understand what you and your partner actually want from retirement, not just the numbers but the life behind them, is something we feel strongly about. Whether we're working through pension options, long-term income planning, or how to structure things so they actually work for your situation, it should always feel like a conversation, not a lecture.
Thanks again for taking the time to leave this, Jane. It really is appreciated.
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.
Réponse : 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.
Neil Summers at Everwealth (matched through unbiased.com) has helped me all the way through the daunting process of sorting my pensions. He has kept me informed at every stage by phone and/or email.
If you will be going through this process any time soon I found Neil to be knowledgeable, reliable and helpful and he can be contacted at any time if you have any questions or concerns.
Réponse : Everwealth
Thank you for the lovely review Mandy, we really appreciate you taking the time to share your experience.
We are pleased to hear that the process of reviewing and organising your pensions felt clearer along the way. Retirement planning can feel daunting at first, so keeping things straightforward and making sure you feel informed and supported is very important to us.
We look forward to continuing to support you through retirement and being here whenever you need advice or have questions in the future.
When looking for a financial advisor for my husband's retirement, it was a bit daunting, but went on unbiased and their quick response got us in touch with a lovely man, Neil Summers, who was from Everwealth and local. He got in touch and he came and saw us twice and explained everything so we could understand everything and made all the worry melt away. He has helped us no end and I would recommend his services to anyone. He clearly knows all the in and outs of pensions and you are not put under any pressure if you don't use his services, which he tells you at the start. We are just so happy with everything he has done and its a big relief to find someone who knows their job and no pushing to go with them. Thank you Everwealth and unbiased.
Réponse : Everwealth
Thank you for the lovely review, Sandra. We really appreciate you taking the time to share your experience.
We understand that finding a financial adviser and planning for retirement can feel quite daunting at first, so we’re really pleased that the meetings helped make everything clearer and that you felt comfortable throughout the process.
Our aim at Everwealth is always to provide straightforward, pressure free financial advice, particularly when it comes to pensions and retirement planning, so clients can make decisions with confidence and understanding.
Thank you again for your kind words and for trusting Everwealth. We look forward to continuing to support you and your Charles through retirement.
I was seeking pension advice prior to retirement. After initially finding Everwealth via Unbiased, my experience with Everwealth has been excellent. Jordan Durrant in particular has been superb.
They responded quickly to my enquiry. Jordan quickly visited me at home. He took time to explain the nuances of the several relatively small yet different work pensions I had accumulated over the years.
After studying each one, Jordan quickly advised me to accept a couple of pensions straight away. Because they were good offers, included useful benefits. That advice was free of charge. Thank you Jordan.
Others larger pensions were more complex, involving additional time and work for Everwealth. It was well worth engaging Jordan for his friendly support, experience and especially for his knowledge of the financial market.
When I need more advice, I will not hesitate to contact Everwealth again... Highly recommended. Don't hesitate.
Réponse : Everwealth
It was a pleasure helping you make sense of your various workplace pensions and ensuring you could take advantage of the best options available.
We’re delighted to hear you’d return for future retirement planning and financial advice. Your recommendation means a great deal to us.
Thank you again for trusting Everwealth.
Thanks for your help with organising our finances for our future. I feel like we know where we are and where we are heading!
Réponse : Everwealth
Hi Jane,
Thank you for your kind words - we look forward to continue working with you.
We had a really great experience working with Jordan at Everwealth. He helped my husband with his pensions and sorted out life insurance for us as well. He explained everything clearly and made sure we understood all of the options. Their advice felt well thought out and we finally have a clear plan for retirement in 10 years time. Definitely would recommend Everwealth to anyone who wants a friendly professional adviser.
Réponse : Everwealth
Thank you for your kind review, Vanessa and Mark. We’re really pleased to hear you had such a positive experience with Jordan and that his support with your pensions and life insurance helped give you clarity and confidence about your retirement plans.
Clear, well explained advice is something we’re very passionate about at Everwealth, so it’s great to know this came through. Your recommendation means a great deal to us, and we look forward to continuing to work with you.
Wonderfully friendly and professional service provided by Jordan. He has helped us with a serious tax issue and created a full plan for my wife and I, putting all our finances in order. Huge weight off our shoulders and we couldn't be more pleased. Many thanks.
Réponse : Everwealth
Thanks Andrew. I’m delighted to hear that the support with your tax issue and the financial plan we put together has brought you peace of mind. Providing clear, friendly, and professional guidance is always my priority, and it’s great to know you feel more organised and confident about your finances. I look forward to continuing to support you both.
Following an initial phone call with Jordan he came to visit me at home.
He was professional, polite, friendly and our meeting was relaxed and not rushed.
He listened very carefully to my current personal situation and clearly understood my financial needs.
Jordan took time to review and explain with patience my existing finances in detail.
Following this meeting Jordan has created a comprehensive, and easy to understand new plan. It is simple, clear and has given me confidence and understanding about my financial future.
Communication is excellent.
I would recommend Everwealth without reservation and am extremely pleased to be supported by them. Thank you
Réponse : Everwealth
Thank you for your wonderful feedback. I’m really pleased to hear that you found our meeting relaxed, clear, and supportive. It’s great to know the new plan has given you confidence in your financial future, and I truly appreciate your kind words about the communication and service you’ve received. Your recommendation means a lot, and I look forward to continuing to support you.
I met Neil yesterday,and i found him very approachable and easy to talk to,he gave me plenty of good clear advice about planning for my retirement. So i feel confident moving forward with him over the coming years.
Réponse : Everwealth
Thanks for the kind review. Neil’s really pleased to hear you found the meeting helpful and easy to follow. Retirement planning can seem complex, but with clear advice and a bit of structure, it becomes much more straightforward.
He’s looking forward to supporting you over the years ahead.
If anyone else is thinking about pension or retirement planning, Neil’s always happy to have a chat.
Neil was great to deal with professional, patient, and genuinely helpful. I had to move things around a couple of times and he was really flexible. No jargon, no pressure, just clear, practical advice that made sense. Would definitely recommend.
Réponse : Everwealth
Hi Jennifer,
Really appreciate the kind words. Neil always aims to give proper, straightforward financial advice without all the jargon. He knows life gets busy, so being flexible is just part of the job. Glad it all made sense and helped you feel more confident. That’s what it’s all about.
Jordan from Everwealth was absolutely brilliant. He took the time to come out to my home, which made the whole process feel relaxed and personal. We spent time reviewing my finances in detail, and he really listened to what mattered most to me. From there, he created a clear long-term financial plan that gave me real confidence about the future l. I felt completely supported though the whole process - nothing was rushed, and everything was explained in a way that made sense. I’d wholeheartedly recommend Everwealth to anyone looking for genuine, thoughtful financial advice.
Réponse : Everwealth
Hi Bev,
Helping you build clarity and confidence around your financial future is exactly what Everwealth is all about, so I’m thrilled you felt supported every step of the way. Thanks again for your trust and for recommending us, it means the world.
Looking forward to continuing the journey with you!
My experience with Everwealth has been fantastic! They helped me to consolidate my pensions and made the process so easy. Jordan made me feel really comfortable and took the time to understand what I needed and to help me set goals for the future. I now feel much more confident about my retirement! Thank you!
Réponse : Everwealth
Hi Sarah,
Thank you for your kind review. We're really pleased to hear that your experience with Everwealth has been a positive one. It's great to know that the pension consolidation process felt easy and that Jordan was able to support you in setting clear goals for the future. Helping our clients feel confident about retirement is what we aim for, so your feedback is genuinely appreciated.
Jordan at Everwealth helped me sort out my pensions. He was professional and explained everything so that I couldn’t understand. I would recommend Everwealth highly.
Réponse : Everwealth
Hi Clive,
Thank you for your review. We're so pleased to hear that Jordan was able to support you with your pensions in a clear and professional way. Making things easy to understand is something we really value, so it's great to know that came through in your experience. We really appreciate the recommendation.
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