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Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.

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.

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Nottingham helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!

Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

"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 over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.

Our dedicated team provide clients with clarity and insight, presenting options and delivering solutions on a range of financial matters.

We are 'The Modern IFA' and aim to treat all of our clients fairly. Our first contact is free of charge, that includes a phone call and a first meeting.

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.