Find an Independent or Restricted Financial Adviser

"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."

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

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

We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.

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

For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.

We provide a free update & advice service to help you understand your plans.

Each client’s journey is unique. We take the time to understand your goals and concerns before delivering tailored, independent advice. Focused on your best interests, we help you make confident financial decisions for long-term security a peace of mind.

We help time poor professionals who are generally too busy to powerfully attend to the detail of their financial affairs and concerned if they do not address they will set themselves up for future of potential exposure, disappointment or financial loss.

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.