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

"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."

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

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.

Financial planning sits at the core of everything we do for our clients.

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

We provide a free update & advice service to help you understand your plans.

Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.

We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.