Everard Investment Planning Ltd.
Reference number: 456568
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Everard Investment Planning Ltd, Kingswood House, South Road, Kingswood, South Gloucestershire, BS15 8JF, United Kingdom
In the full report: 3 background checks
- When everardifa.co.uk first appeared online, and whether it can receive email
- What kind of line 0117 983 2866 is
- Who else gives the postcode BS15 8JF
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 03836796 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 September 1999 (27 years old)
- Registered office
- 6 Kelston Road, Keynsham, Bristol, Avon, BS31 2JH
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| George Fred Everard | Director | Sep 1969 | 6 Sep 1999 | None |
| Tracey Marie Manley | Secretary | Not published | 6 Jun 2017 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Total equity
£39.1k
+3.9% from £37.6k
Employees (average)
4
Same as 4
Owed within a year
£2,886
−15% from £3,390
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 03836796. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Everard Investment Planning’s history from the FCA register and Companies House, newest first.
2025
13 October 2025
- Changed its registered name from "Everard Investment Planning Ltd"
FCA register
2016
6 April 2016
- George Fred Everard took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2007
2 January 2007
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1999
6 September 1999
- Incorporated at Companies House
Companies House
In the full report: all 12 events
- All 12 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms like Everard Investment Planning
Other firms of the same type (financial adviser), nearest first.
In the Bristol (BS) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Everard Investment Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 12 events in its history
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Frequently asked questions about this firm
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How long has Everard Investment Planning been in business?
What do Everard Investment Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk