Find an Independent or Restricted Financial Adviser

We are an experienced team with a sole aim of ensuring you are provided with fully holistic financial planning tailored to you and your individual needs.

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.

Everyone looks forward to their retirement - are you prepared for yours?

We provide sound, financial solutions for our client's needs for today and for their future.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

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.

Everyone looks forward to their retirement - are you prepared for yours?

"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."

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

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