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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
1086
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

Unsure if you can achieve your goals? We provide personalised financial advice by spending time understanding your circumstances and requirements so that you can make fully informed, confident decisions on how best to reach your objectives.
Clients
helped
helped
21
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business

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.
Clients
helped
helped
92
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

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.
Clients
helped
helped
20
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services

We are one of the UK's leading Retirement Advice firms.
Our expert Protection advisers can provide you with market leading quotes, without obligation.
Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
helped
6228
Minimum
wealth
wealth
£0+
Meet the team
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
40015
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

Professional Adviser Awards - Winners 2023 & 2022
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
helped
2709
Minimum
wealth
wealth
£50k+
Meet the team
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages

Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
Clients
helped
helped
353
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Stockbroking services
Frequently Asked Questions about Financial Advisers
