Welcome

Everett MacLeod Ltd prides itself on understanding fully our clients' needs – leading to high quality independent advice being delivered in the manner and timescales that our clients' lives demand. Our clients are busy and look to us to ensure that their finances are working for them, both today and for the future.

Helping you use your time efficiently
Everett MacLeod Ltd is an innovative practice of like-minded individuals, committed to serving our clients and keen to be judged on the value we deliver. Independence and Quality are the foundations of all that we do.

We believe in 'values based' planning advice, this is based on a deep understanding of what is important to you. Knowing you, your family and your aspirations, enables us to deliver the quality of service you seek. Through building relationships, we are able to free your time for the things that matter to you and your family.

We work best with people who are willing to delegate the planning and management of their finances to us yet who retain a clear view of what is important to them and are willing to make decisions when the options are put to them.

Your team are:

Mike MacLeod MSFA – Certified Financial Planner

I specialise in creating inspiring financial futures and ensuring that they are put into effect. With over 25 years experience of advising clients I really enjoy the challenges this brings. I believe that sorting out your money management allows you to get on with the more important things in life.

Karina Smith - Personal Assistant to Mike MacLeod

My job is to ensure the smooth running of the Heathfield office and that we strive to 'Exceed our clients' expectations'.  I enjoy talking to our clients and working as part of a small, professional team.

I joined Everett MacLeod in 2007 after gaining two years of  experience working in an administration role for an IFA.  My role is to ensure all matters of administration are dealt with promptly and accurately.  I am also responsible for research and technical administration and I enjoy this as I get the whole picture for each of our clients and can get to know them better.

Please take a look round our site.

Everett MacLeod Limited is an appointed representative of Financial Professional Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 186403

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Everett MacLeod Limited
Registered Address:
35 Paul Street, London, EC2A 4UQ
Registered in England, No. 3381115

Neither Everett MacLeod Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.