Find an Independent or Restricted Financial Adviser

Tailored Independent Financial Advice At Everwealth, we focus on your unique goals securing retirement, growing investments or navigating pensions. With expert guidance and bespoke strategies, we’re here to help you achieve your financial ambitions.

Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

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

We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.

We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.

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

Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.

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

"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."

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.