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"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."
Clients
helped
helped
1104
Minimum
wealth
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services

Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
Clients
helped
helped
464
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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.
Clients
helped
helped
1074
Minimum
wealth
wealth
£250k+
Meet the team
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
Clients
helped
helped
99
Minimum
wealth
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
helped
53
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

We understand our success depends upon you achieving your financial objectives, providing you with clear, simple plans and proposals. Working with private clients, trustees and business owners in the South East, guiding them through their financial needs.
Clients
helped
helped
52
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers



