Find an Independent or Restricted Financial Adviser

We know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.

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

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

Helping you to achieve your financial objectives

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

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

Whether you’re unsure where your pensions are held, worried about hidden fees, or simply want a smarter way to grow your money, I’ll guide you step-by-step. My advice is transparent, tailored, backed by award-winning technology that puts you in control

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.