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."

"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 invest your money as if it were our own. Friendly, professional financial advice you can trust. Keeping it simple and clear. Helping with pensions, investments, inheritance tax planning, mortgages and protection. Get in touch for a friendly chat.

Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.

Wren Sterling is a national financial advice business with an office serving clients across Cornwall and Devon. We specialist in helping clients make sense of their finances, plotting a path forward that leaves clients feeling confident and in control.

Creating, managing and protecting your wealth the intelligent way

As a Chartered Financial Planner, I provide clear, straightforward advice on retirement planning, pensions, and long-term financial security. Clients value my down-to-earth friendly approach and advice that’s easy to understand and tailored to their needs

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.

Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.

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