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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

Using our experience in financial markets and the advisory industry, our approach is centred on the principle that the decisions you make about your finances will have a significant impact on your wellbeing and financial future.

"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."

Giving consistent positive and successful financial guidance to suit your needs for over 50 years

Our business is built on great relationships with our clients.

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

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.

A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.