Top 10 Independent (IFAs) & Restricted Financial Advisers in Westcott

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

We strive to deliver an outstanding client experience whilst meeting our clients financial needs.

Our simple principle is always to only provide advice that we would be happy to implement ourselves.

Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

With over 25 years’ experience, I help business owners, professionals and retirees make confident financial decisions — from structuring assets to planning retirement — with clear advice, technical know-how and practical insight.