Welcome to Everest Financial Advisors

Your Trusted Partner in Financial Services

Embark on a journey towards financial success with Everest Financial Advisors. As your trusted partner, we provide comprehensive financial services tailored to your unique needs. 

5 Star Rated on Google

Everest Financial Advisors provides expert mortgage, protection and insurance advice. Everest Financial Advisors is a trading name of Pia Financial Services Ltd and Everest Financial Advisors is the name under which we carry out these services. Everest Financial Advisors is not a business in it’s own right, it is part of Pia Financial Services Ltd, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited.

OUR SERVICES

Comprehensive Financial Solutions

At Everest Financial Advisors, we offer a wide array of financial services designed to meet the diverse needs of our clients. Whether you’re a first-time home buyer, a seasoned investor, or looking ahead to retirement, our team of experts is ready to provide guidance and support. Explore our comprehensive suite of services below to see how we can help you achieve your financial goals.

Personal Mortgages

Secure your dream home with our expert mortgage services. We guide you through the process, ensuring a smooth and stress-free experience.

Buy To Let Mortgages

Expand your property portfolio with our buy-to-let services. We'll help you make informed decisions for profitable investments.

Commercial Mortgages

Grow your business with the right commercial mortgage. Our team provides bespoke solutions to suit your business needs.

Pensions and Investment

Secure your future with our pension and investment services. We help you plan strategically for a comfortable retirement.

Bridging & Finance

Bridge the gap in your finances with our bridging and development finance services. Ideal for property developers and investors.

Wills & Estate Planning

Safeguard your legacy with our wills and estates planning services. We ensure your wishes are fulfilled.

Retirement Planning

Plan for a secure and fulfilling retirement with our comprehensive retirement planning services.

Life Insurance

Protect your loved ones from financial uncertainties with our life insurance services. Peace of mind for you and your family.

Contact Us

Schedule a meeting with our experienced advisors today to explore your financial needs and requirements.

Notice

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

Commercial Lending, some Bridging Finance and some Buy to Let mortgages are not regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

  • YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
  • Some Buy to Let mortgages are not regulated by the Financial Conduct Authority
  • Commercial mortgages and some bridging finance are not regulated by the Financial Conduct Authority
  • Past performance is not a guide to future performance and should not be relied on.
  • The value of investments and any income from them can fall as well as rise and you may not get back the original amount

ABOUT EVEREST

Making the Complex Simple

At Everest Financial Advisors, we make the complex simple. With a combined experience of over 30 years, our advisors communicate in clear and simple language, offering customised solutions that are tailored to your unique needs.

We are here to expertly guide you throughout your financial journey.

OUR TEAM

The Experts Behind Your Financial Success

At Everest Financial Advisors, we offer a wide array of financial services designed to meet the diverse needs of our clients. Whether you’re a first-time home buyer, a seasoned investor, or looking ahead to retirement, our team of experts is ready to provide guidance and support. Explore our comprehensive suite of services to see how we can help you achieve your financial goals.

Our advisors and their supporting team are always on hand to progress your case and guide you through your journey towards financial mastery, led by Theo Makris and Amit Nater. 

Theo Makris

Theo Makris

Theo is an experienced and savvy property investor who has been making investments since 2004.

Frustrated by the difficulty he experienced in obtaining straight answers from people, Theo decided to take matters into his own hands by educating himself in order to help others avoid potential pitfalls. Theo’s expertise then led him to become a full-time financial advisor specialising in complex cases, buy to lets and limited companies.

With his diploma in financial services, Theo is now able to seamlessly integrate pensions and investments within the bigger financial picture.

On top of all that, Theo speaks Greek fluently! When he’s not working hard to ensure successful investments for his clients, Theo enjoys recharging on city breaks or taking long walks in the lakes. When it comes to leisure activities, they don’t get much better than indulging in some good old sci-fi!

Motto

“It ain’t how hard you hit; it’s about how hard you can get hit, and keep moving forward. How much you can take, and keep moving forward. That’s how winning is done.”

Rocky Balboa

Amit Nater

Amit Nater

Amit Nater is a Yorkshireman from heart with over two decades of experience in the financial industry.

He started his career at a renowned high street bank, where he climbed up the ranks, demonstrating unwavering commitment and exceptional leadership skills.

Eventually, fuelled by his entrepreneurial spirit, he ventured out on his own, embarking on a journey to establish his very own thriving mortgage advice business.

Amit has an expertise in commercial investments, business loans and development finance, enabling him to support projects of any size for his clients.

In addition to his financial expertise Amit has a strong command of Punjabi, Hindi, Urdu and good understanding of Gujrati.

When he's not busy working on his clients financial projects he enjoys Rugby Union, Cricket and participating in Seva (selfless service) within his local community.

Motto

“Stay Humble and do not stumble in the ego jungle.”

This in fact is from my teacher

Making the complex simple

We believe in simplifying finance. Our team breaks down complex financial concepts into easy-to-understand terms.

30+ Years Experience

With over 30 years of combined experience, we have the knowledge and expertise to guide you through your financial journey.

Personal Service

At Everest Financial Advisors, you're not just a client - you're a partner. We provide personal service, tailored to your unique financial needs.

OUR REVIEWS

See What Our Customers Have To Say

CONTACT US

Schedule an appointment today and speak with one of our trusted advisors!