Find an Independent or Restricted Financial Adviser

Giving you confidence in your financial future.

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

"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 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 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.

Crosby Financial Planning offers restricted financial advice tailored specifically around you.

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.

I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.

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