Find an Independent or Restricted Financial Adviser

Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.

A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your 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."

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.

We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.

"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.

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.