We make financial planning feel simpler. Whether you're planning for retirement, investing for the future or protecting your family, we’ll connect you with expert advisers who understand your everyday and help you make confident decisions.
Financial planning and protection
We partner with trusted financial advisers to support your goals, from pensions to investments.
-
Expert advice tailored to your needs
-
Support with pensions, investments and protection
-
Nationwide network of independent financial advisers
Expert financial advice
Access to trusted independent financial advisers across the UK.
Tailored to your goals
Support with pensions, investments and protection planning.
Nationwide reach
Advisers available locally and remotely, wherever you are.
Trusted partnerships
We work with one of the UK’s leading firms of financial advisers.
We’re here …
For every plan
Helping you prepare for the future with confidence and clarity.
For every goal
Supporting you to grow your wealth in a way that works for you.
For every milestone
Protecting what matters most, from first homes to growing families.
For every decision
Guiding you through life’s big choices with expert advice.
What does financial planning and protection cover?
Our financial planning and protection service connects you with independent financial advisers who can help you protect your income and grow your investments.
Pension planning advice
Understand your options and build a retirement plan that suits your lifestyle.
Investment planning support
Get expert guidance on how to invest your money with confidence.
Protection for your future
Explore life insurance, income protection and critical illness cover.
Financial goal setting
Work with advisers to define and achieve your long-term financial goals.
How do financial planning and protection insurance claims work?
When you need to make a claim, we’ll guide you through the process and get things sorted quickly.
Find your policy documents and have your policy number ready
Call our claims team and explain what happened
Provide any requested documents or photos
We’ll handle the rest
What our customers are saying
Financial planning and protection insurance FAQs
Wondering about something? Don’t worry, Everywhen is here to help. We’ve put together some common questions about financial planning and protection to support you every step of the way.
Financial planning is about understanding where you are now, where you want to be, and how to get there. It’s not just for the wealthy or those nearing retirement, it’s for anyone who wants to make smarter decisions about their money. Whether you're saving for a home, planning for retirement or protecting your family, a financial plan gives you clarity and control over your future.
At Everywhen, we connect you with independent financial advisers who take the time to understand your everyday and help you build a plan that works for you.
You can get support across a wide range of areas, including:
Pension planning – understanding your options and building a retirement strategy
Investment advice – choosing the right approach to grow your money
Protection planning – exploring life insurance, income protection and critical illness cover
Estate and inheritance planning – making sure your wishes are carried out
Your adviser will tailor their recommendations to your goals, lifestyle and risk appetite.
We only work with trusted, independent financial advisers who are regulated by the Financial Conduct Authority (FCA). That means they’re legally required to act in your best interests and provide advice that’s suitable for your individual circumstances.
They’ll take the time to get to know you, explain your options clearly, and answer any questions you have, so you can make decisions with confidence.
Costs can vary depending on the type of advice you need and how complex your situation is. Your adviser will always explain any fees upfront, so there are no surprises. In some cases, the initial consultation may be free, giving you a chance to explore your options before committing.
It’s simple. Just get in touch with us and we’ll connect you with a trusted adviser. They’ll arrange an initial conversation to understand your needs and explain how they can help. From there, you can decide whether to move forward – there’s no pressure.