Financial advice, without the old-school feel.
ABOUT EVEREST WEALTH
Everest Wealth is a modern financial advice business built for people navigating the big financial decisions that come with growing careers, families and wealth. We bring together strategy across the different parts of your financial life to create advice that feels connected, considered and genuinely useful as life changes.
Advice is personal, so are we.
MANAGEMENT TEAM
Behind every strategy is a broader team of people who genuinely enjoy helping clients make sense of their money and what comes next. Meet the management team leading that work, bringing together experience, curiosity and a refreshingly down-to-earth approach to financial advice.
Ashley Pickett
Director & Financial Adviser
Daisy Egan
COO & Financial Adviser
Sophia Zirov
HR & Practice Manager
Alex Luck
Director & Financial Adviser
Scott Taylor
Director & Financial Adviser
Let’s make your next move a good one.
READY WHEN YOU ARE
Start with a conversation about where you are, where you want to go and how we can help.