Find an Independent or Restricted Financial Adviser

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.

Independent Financial Adviser providing tailored, holistic planning with ongoing support. I help clients grow and protect their wealth through efficient tax planning, retirement strategies, portfolio structuring, and cash flow analysis.

Wealth management built around you - from one of the world's strongest banks.

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.

Wealth management built around you - from one of the world's strongest banks.

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

One of Vouched For UK Top Rated IFA 2019/2020 and 2021 Local Trusted Independent Financial Advice - based in Dartmouth since 1987 offering face to face and online advice using market leading technology

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

Free Initial Appraisal. Chartered Financial Planner Available.

"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."