Find an Independent or Restricted Financial Adviser

I thoroughly enjoy working with my clients to help them achieve their retirement and investment goals and believe that my life experience, extensive financial knowledge, and an ability to truly their needs, makes for a winning combination.

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

If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.

I am a Chartered Financial Planner at client centred True Potential Wealth Management based in Harpenden, Hertfordshire.

Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

"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."

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.

"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."