Find an Independent or Restricted Financial Adviser

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."

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.

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.

Wherever you are on your financial journey, let us provide the map to your desired destination

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.

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.

Looking for truly independent financial advice you can trust? Integritas Financial Planners in Swadlincote offers bespoke, jargon-free guidance across pensions, investments, protection & mortgages. Free discovery meeting, no obligation.