Top 10 Independent (IFAs) & Restricted Financial Advisers in Theale

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.

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

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.

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

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.

We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.

"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 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.

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

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