Find an Independent or Restricted Financial Adviser

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

Chartered wealth management experts offering independent advice and bespoke discretionary services to individuals, professionals, trustees, and business owners.

We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.

We are 'The Modern IFA' and aim to treat all of our clients fairly. Our first contact is free of charge, that includes a phone call and a first meeting.

We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.

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.

Award winning Chartered & Certified financial planners giving quality independent advice

"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."

Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.

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