Find an Independent or Restricted Financial Adviser

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 offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.

Every day, we help international clients like you set and meet their financial goals, plan for the future, and grow their wealth. With our commitment to transparency, proven expertise, and market-leading standards, you know that you are in safe hands.

Helping you achieve your goals and keeping it simple is what drives me as a financial planner with True potential. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

Friendly, expert, regulated advice over the telephone, video call or face to face.

"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."

"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."

A fresh approach to effective financial planning. Committed to Clarity. No confusion, zero gobbledygook.

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

Mark Clinton is based in Bournemouth and is passionate about helping clients navigate their way both up to, and beyond retirement.