Find an Independent or Restricted Financial Adviser

We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning.

Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.

Independent financial advice 'without bias, prejudice, influence or pressure'

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.

"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 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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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

Live for today, plan for tomorrow Expert advice, financial planning and investment management that gives you clarity, confidence and control with much lower fees.

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