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

Working closely with clients to achieve their financial goals is at the core of my business. I am a pension specialist and have over 13 years experience. I pride myself on coaching and educating clients to empower them to live the life they most desire.

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Through independent & objective analysis covering the whole of market we strive to create financial plans that deliver best in class solutions. Professional, considered & diligent advice with a strong emphasis delivering exceptional customer service.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

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.

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

"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."

I understand how overwhelming financial decisions can feel, and my goal is to simplify the process for you. I’m here to provide clear, practical advice tailored to your unique situation.