Find an Independent or Restricted Financial Adviser

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.

We provide sound, financial solutions for our client's needs for today and for their future.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We’re backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.

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.

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 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.

20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.

"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."

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.