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

Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.

Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.

A leading brand in Retirement Planning, providing expert advice across the UK either remotely or in the comfort of your own home. We cover all options from Annuities to Drawdown, and everything in between, as well as transfers, reviews and consolidation.

As an experienced Financial Advisor my role is to advise and help clients to understand their pensions and investments, so that they can be easily understood and managed. Once set up, all plans are reviewed regularly to ensure they remain relevant.

Leading wealth management advice from outstanding financial advisers

Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.

"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 clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

As an experienced Financial Advisor my role is to advise and help clients to understand their pensions and investments, so that they can be easily understood and managed. Once set up, all plans are reviewed regularly to ensure they remain relevant.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.