About Everstone Wealth
Meet your advisor
I am a Chartered Financial Planner, a Fellow of the Personal Finance Society, and the founder of Everstone Wealth.
I created Everstone Wealth to offer something different from the traditional financial advice model, an approach built on genuine relationships, not volume. Having seen how larger firms often struggle to provide truly personal service, I chose to focus on working closely with a smaller number of clients, ensuring each person receives the time, care, and attention they deserve.
My advice is entirely bespoke. I take the time to understand what matters most to you, your goals, your family, and your ambitions for the future. From there, I provide carefully considered guidance across areas such as retirement planning, inheritance, and long-term financial security, with ongoing reviews to keep everything aligned as your life evolves.
For me, the most rewarding part of this work is seeing clients make important life decisions with clarity and confidence, knowing they have a well-structured plan in place.
My aim is simple: to ensure that you feel understood, valued, and confident about the path ahead.
Adam Holt FPFS
Our Process
Step 1 - Understanding You
We begin by getting to know you and your personal circumstances.
Step 2 - Defining Your Goals
We work with you to understand your goals, priorities, and any concerns, so we can clearly define what you want to achieve.
Step 3 - Financial Analysis
We assess your existing arrangements and provide a clear overview of your current position, along with our initial thoughts.
Step 4 - Your Personal Plan
With a clear understanding of your goals, we create and present a tailored financial plan designed to help you achieve them.
Step 5 - Putting the Plan in Place
Once agreed, we implement your plan efficiently, ensuring every recommendation is actioned with care and precision.
Step 6 - Ongoing Review & Support
We regularly review your plan to keep it aligned with your evolving needs, with service levels and review frequency agreed to suit you.