Find an Independent or Restricted Financial Adviser

I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.

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.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

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

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

"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."

Wealth management built around you - from one of the world's strongest banks.

Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.

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