Find an Independent or Restricted Financial Adviser

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

We provide a free update & advice service to help you understand your plans.

As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.

Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.

Molly is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial planning, with over five years of industry experience.

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.

"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."

CHW Wealth Management Limited have combined over 30 years experience in financial services. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to their financial issues.

We offer independent and unrestricted wealth management services on a whole of market basis to tailor financial planning strategies and solutions to individual needs. Personal, ongoing relationships are key to our approach.