Find an Independent or Restricted Financial Adviser

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

At Futurum, we deliver dynamic, forward-thinking financial planning designed to help you reach your goals with confidence. Through expert, personalised advice, we empower you to take control of your finances and move toward lasting finances.

As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.

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.

Guiding your wealth through changing waters

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

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.

A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.

"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."

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