Find an Independent or Restricted Financial Adviser

Refreshingly different in our approach to client service. Our interests and our clients interests are aligned for friendly, helpful 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."

We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like.

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.

Offering a free initial meeting, we provide independent regulated advice focusing on pensions and investment planning. We take the stress out of investing and provide personalised independent financial advice.

We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.

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.

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.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

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.