Find an Independent or Restricted Financial Adviser

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

Richard Cox Wealth Management have been providing financial advice for over 6 years. We provide financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

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.

As an experienced Financial Advisor my role is to advise and help clients to understand their pensions and investments, so that they can be easily understood and managed. Once set up, all plans are reviewed regularly to ensure they remain relevant.

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.

My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal

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

"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."

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

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