Find an Independent or Restricted Financial Adviser

In a world where it feels you must do everything yourself; my goal is to ensure that quality, personal, financial planning is accessible to you. Helping you simplify complex decisions around what matters to you most, to deliver the future you desire.

"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."

Daniel Karim *** Multi award winning Adviser and Practice *** 20 year plus love of listening to clients' financial aspirations/dreams, then making them a reality. Refreshingly different! PS Ask me about the "Mum Litmus Test"!

We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.

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

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 seek excellence in all that we do for our clients, putting their interests ahead of all other considerations.

Cohesion is a purpose-led UK financial planning firm dedicated to making your personal and business finances feel cohesive, considered and truly yours. We combine expert advice with empathy and understanding, helping you navigate life’s important moments

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.

We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.