About Us

Our Roots

Everett MacLeod was founded as a boutique financial planning consultancy in London in 1997. We now have a second office based in Tonbridge, Kent, serving clients across the South East and beyond. Many of our original clients are still with us today. We are even working with some of their children and grandchildren now.

Everett MacLeod has been been shortlisted for several awards and we seek to remain among the top 0.1% of advisors (within the top 20 firms) in the UK, when measured by value delivered to our clients.

To maintain our highly personalised service, we will only work with a small number of clients (fewer than 70 each year). If you share our values, we would love to work with you. Get in touch to see if we are taking on more clients or join our waiting list today.

The Team

Mike MacLeod

Client Advocate & Strategic Financial Life Planner (CFP, FCSI)

Mike is one of the very few professionally trained Values-Based Financial Planning specialists in the UK. Over a period of five years, he trained in the Trusted Adviser programme at the Values-Based Financial Planning Academy which involved over 20 visits to San Diego, California. He is also a Chartered Wealth Manager and Certified Financial Planner professional, and his work has been recognised by:

– Included in the New Model Adviser magazine Top 100 Influential Financial Planning Firms in 2014 and 2015
– Identified by New Model Adviser magazine as a Top 10 South East in 2012
– Shortlisted as one of 4 firms in the New Model South East Adviser of the Year, 2006

Mike has featured in over 25 hours of live television and radio, including BBC Breakfast, BBC News Channel TV, Sky TV, BBC Radio 4 Moneybox, LBC Radio, The Times newspaper.

Mike is supported by a team at Eparaplan.

Shaunagh Wilson

Client Liaison Manager

Shaunagh started her career in Financial services in 2014, after studying law. She has a meticulous eye for detail and delivers constant great results. Outside her working week Shaungah loves to travel and is always saving for her next big adventure.

Kellie Ellis

Administrator

Kellie is a super multi-tasking administrator, ensuring all ‘to-do’ items are complete for our clients. She systematically works through all actions with speed and quality. Kellie enjoys exploring the countryside with her children.

Sara Castelhano

Administrator

Sara has always worked in financial services and has experienced roles with companies such as Mastercard and Travelex dealing in foreign exchange. When not revising for exams, she spends her free time with her partner and baby boy Jojo.

Client Testimonials

“We found the financial review to be helpful in giving us some reassurance as well as providing a sensible framework to work towards in our later years.”

Peter

“A huge thank you for the knowledge and support that I received when I came to our meeting … initially I was not sure what to expect going into a meeting of this sort… however I was very grateful for the information delivered with such kindness. When you asked what I would like to get out of this meeting my three intentions were: clarity, reassurance and positivity. Well you were outstanding and delivered on all 3!!

The clarity came for knowing what my different options were. Reassurance was an important and vital part of this process and you gave this to me in bucket loads. Knowing there were policies and procedures in place and I have a say on how they are established and delivered, (to a certain degree) has given me the reassurance that I was seeking…

I now have peace of mind and space to focus on my future, I can move forward with a positive outlook as I know that you and I have done everything in our professional and personal power to make sure that my family are looked after.

I am so grateful for your professional advice and also for your compassion and positivity.”

Sasha

Thanks Mike for this clarification. We can relax and go on as before. What a relief to have a financial advisor.”

Colin

Accreditations

Mike MacLeod is a Certified Financial Planner