Wanted £75 PPI payment which we paid
Wanted £75 PPI payment which we paid. Then they asked for another £181 on top of that as an emergency payment. No way! Scam. Avoid
Micheala Smith
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Everest Wealth Management
4.650 reviews
Last reviewed: Jul 31, 2025Do you agree with Everest Wealth Management's TrustScore? Voice your opinion today and hear what 92 customers have already said.
www.EverestWM.comMember since Mar 2026
Everest Wealth Management is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 4.6 out of 5 stars. Last reviewed July 31, 2025.
Customer Reviews
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50 reviews
Ability of you company to make logical decisions
I saw the opinion about from your rep made about about the sale of tobacco and liquor this morning on TV on Die Groot Ontbyt. He made the most ridiculous statement about increasing sin tax if "you must smoke or drink", which shows he does not understand the stupidity of the ruling. Does not say much for your logic and ability to make proper decisions. Will definitely not trust you with my money!
Vivian Prinsloo
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Open Door Policy Any Time
Everest Wealth Management has been a godsend to me. I have invested in conservative steady growth plans. I am now retired and have seen the benefits of my/ their plan for me. I love that they are local and have an open door policy to see them anytime during the fiscal year. I usually set a appointment twice a year with Julie. She is wonderful, patient, and knowledgeable. Love EWM
Sheila R
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Would recommend
Always available to answer questions and to review my accounts. Very professional and friendly. Have been very happy with their recommendations. Would and have recommended to friends.
Kathleen
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You deserve the best!
I first heard "The Money Guys" on the radio early mornings while traveling to work. I was impressed with their explanations and offer to call, come in and sit down with them for a better understanding. I was considering early retirement and wanted to begin to make certain I was on the right investment path for my 401 K as well as the pension benefit I would receive. I wanted some safety net to make sure I had plans in place for a safe and strong future. The Stock Market is reckless at times but I had done fairly well. I have been part of Everest now for over 6 years and can truthfully say that I sleep well at night! I have an account director that I speak to whenever I want. I visit whenever I want. They have even come to my home when I was unable to make it to the office! We review investments yearly and also if I just need a refresher to update my thought process. I was recently contacted about an opportunity that came about after an offline review of my accounts. An opportunity that is going to allow me to see comfortable growth along with tax incentives. I started out just asking "what if?" and then retired 3 years ago based on my confidence and trust in Everest Wealth Management, their products, advice, individual attention and continuous support no matter how many questions I have. They work hard to provide a friendly, professional and thorough team that keeps the spotlight on the customer. We have been on several outings , enjoying stadium events and mingling with other satisfied EWM members. Give them a call...you won't be sorry.
Helen
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review of Everest management
Quick conversion of funds, professional approach.
Jeff
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Excellent experience
Easy to talk to and discuss needs
Phillip
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Very professional and friendly.
I was very impressed by everyone that I met there.I was very happy with the way that I was helped in making the transition of my retirement money into a safe place.
Marc
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Everest Wealth Management team
I have been with Everest for about five years. From top to bottom, the experience has been great. They met all my financial needs and continue to review my portfolio and make suggestions which assist in acquiring better retirement needs. I am glad that I chose them instead of sticking with my old company retirement plan.
Stan
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Everest Wealth Management is helpful and keeps in touch with their clients.
EWM helped to make my financial retirement decisions work for me. Two annuities, one that pays in the beginning of the month, and another in the middle of the month, make it simple to budget my ongoing expenses. I will be retiring at the end of this month, and I have confidence that with the advice given to me by Everest, my retirement will be a happy one.
Les
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Not happy at all.
Constantly hear commercials,"are you happy with your broker, wave your fees,etc"have not heard from anybody there in close to 2 years. only reason my money is still there is because the 3% i made last year is still better than bank interest. quit recommending them to friends a long time ago.
Michael
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Misinformed at last visit.
Was told I could not contribute to my account but the person didn't know that indeed I could!
Cindy
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Everest Opinion
We have always been happy with Everest but as the years have passed we are starting to get the feeling of big company spread too thin culture. Not unhappy just not as happy as years ago.
Not happy
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Excellent
They are soo great they really care about their customers
Will & Mary
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Todd Taylor
Felt confident with my decision to invest with Everest Wealth Management.
Todd
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Thanks to the Everest team
Outstanding and professional service from Mike and the team at Everest. I feel as though my money was invested for my future needs and not just a sales pitch.I would recommend Everest to any one who needs help investing there money. Thanks Everest
Robert Smith
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Open Book
I like the fact that Everest invites the customer to examine their work and review their account any time they wish. They communicate thru e-mail and on the phone and have an open door policy about visiting their office. They have been great to work with thus far.
Mike & Ruth
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NO COMMUNICATION
I have had an account with Everest Wealth now for about 5 years and never had a review or asked about meeting with anyone to discuss our policy. I think they have grown so much they have lost touch with their customers.
Craig & Susan
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Excellent
Honest and straight forward advice to assist in our retirement planning was a welcome relief.
John & Deborah
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Awesome, Sarah is the best thanks Everest
Always satisfied
Chuck And Sandy
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Cite this page
According to TrustPlane, Everest Wealth Management has a 4.6/5 rating based on 50 verified reviews as of April 2026. Source: trustplane.app/company/everestwm-com