Torevell & Partners is one of the major wealth managers in the North of England. Clients are attracted by:
- Independent advice: The firm is privately owned & independently run which means that we are free to select the most appropriate provider for your requirements.
- Our People: We have an experienced and highly qualified team who offer clients individual attention and continuity of advice.
- Our reputation and standing: Our success is based on trust, integrity, discretion, reputation and performance.
- A bespoke service: We give you advice & portfolios tailored to your unique needs
- Strength & security: Our firm holds net asset reserves well in excess of the amounts required to satisfy the solvency requirements set out by the FCA.
- Performance: Recent analysis shows how our funds have produced better returns than cash or inflation. It also shows the relative outperformance of our funds against the FTSE 100 Index over most timescales.
- Unique: In 2010 we launched our Family Office for investors with more than £10m of assets. This is one of the first to be based outside of London, offering access to an expanded range of contacts and services.
- Active Advisory Investment Management: We provide investment advice on an Active Advisory basis. We believe that this requires more discipline than discretionary management as it ensures that our recommendations are fully discussed and agreed with clients before actions are taken.
- Wealth of experience: The Directors have over a century of experience in financial services.
- Trusted: Torevell & Partners is one of only a few Advisers authorised to operate a client account, enabling us to be more responsive to investment decisions for our clients.