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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.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

As a restricted holistic financial adviser, I simplify pensions, investments, protection & estate planning. Clear, jargon‑free advice tailored to your goals, so you can make confident decisions and secure the future you want.

For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice.

Creating, managing and protecting your wealth the intelligent way

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

"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."