Find an Independent or Restricted Financial Adviser

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile

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

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

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

We understand that navigating your financial future can be complex. That's why we offer friendly and independent advice on a range of services, including Pension, Retirement Planning, Tax Planning and Investments,

I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.

Everyone looks forward to their retirement - are you prepared for yours?

Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.

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.