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

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.

We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.

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.

"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."

Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals

"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."

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.

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.

I'm an Independent Financial Adviser who help families and business owners, grow, protect and pass on their wealth with bespoke financial planning, tailored to your needs. I’m based in Dorset and my initial consultation is free of charge.

Hi my name is Matthew , I’m a local financial adviser based in Bournemouth and I have been providing straight forward, easy to understand financial advice for over 25years. My initial consultation is free so please reach out to see if I can help you.