Find an Independent or Restricted Financial Adviser

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management. ​We help you do just that through creating a plan and reviewing the progress

Wealth management built around you - from one of the world's strongest banks.

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.

Giving you confidence in your financial future

As lifetime financial planners, we look to build trusted, long-term relationships to help you fulfil your lifetime goals, secure your financial future and protect all that is important to you. We pride ourselves on delivering an unrivalled service.

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

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.

"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."

We can help you plan for your financial future. We offer a detailed financial review and will help you determine the most appropriate outcome for the decisions that you face.