Find an Independent or Restricted Financial Adviser

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 can help you plan for your financial future

We provide independent financial advice. Our first discussions with clients is free. So, please give us a call and let's discuss your enquiry. We assess your needs, then research, then advise you of the best solution, then implement it, to meet your goals

A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.

"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."

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

"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."

Professional, trustworthy independent financial advice based in Glasgow and London.