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Evelyn Partners

London
"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."

Clients
helped

27

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Meet the team

H
L
M
D
C

+6

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Initial consultation free
FCA verified
Restricted
Becketts FS Ltd

Huddersfield
🏆 Advice Firm of the Year 2023 (Professional Adviser) 🏆 Advice Firm of the Year 2022 (Money Marketing) 🏆 New Model Adviser Top100 - 2021 | 2022 | 2023 | 2024 Multi-award winning Chartered Financial Planning firm (Lancashire/Yorkshire/Cheshire/London)

Clients
helped

85

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Flying Colours Advice

Campbell park
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Clients
helped

18978

Minimum
wealth

£150k+

Can help with
Pensions & retirement

Meet the team

+16

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Initial consultation free
FCA verified
Independent

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AHR Private Clients

Teddington
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

Clients
helped

310

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

L

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Initial consultation free
FCA verified
Independent
Wirral Financial Services Ltd

Wirral
Independent Financial Adviser, lowest cost advisors on the Wirral? we think so! friendly and local! We have a socially-distanced boardroom so in house meetings can be held safely!

Clients
helped

113

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Rebecca Taylor at Arcus Wealth

Retford
Rebecca offers advice on all aspects of financial services, including investments and savings, pensions and retirement income, Inheritance Tax planning, insurance and protection, Wills and Estate Planning.

Clients
helped

18

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
B P Sanders and Company Limited

High wycombe
Giving consistent positive and successful financial guidance to suit your needs for over 50 years

Clients
helped

177

Minimum
wealth

£50k+

Can help with
Pensions & retirement

Meet the team

A

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Initial consultation free
FCA verified
Independent
Saltus Partners LLP

Bournemouth
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.

Clients
helped

702

Minimum
wealth

£250k+

Can help with
Pensions & retirement

Meet the team

+18

Start enquiry

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Initial consultation free
FCA verified
Independent
Rod Ings Sedulo Wealth Management

Crowle
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.

Clients
helped

< 10

Minimum
wealth

£100k+

Can help with
Pensions & retirement

Meet the team

Start enquiry

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Initial consultation free
FCA verified
Independent
Retirement Solutions (UK) Ltd

Birmingham
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5306

Minimum
wealth

£0+

Can help with
Pensions & retirement

Meet the team

+2

Start enquiry

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Initial consultation free
FCA verified
Independent

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How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

Accessing your pensions
Choosing how to take your pension income
Investing for the medium or long term
Protecting your family finances
Finding life insurance, critical illness cover and income protection

Starting a business
Setting up and managing a personal pension
Funding long-term care for yourself or a loved one
Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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