Modern Thinking Traditional Values

We help individuals, trusts and charities achieve their financial goals and objectives; through a combination of excellent client service, technical expertise and a strong investment process.


Managing our clients’ investments since 1997

We enter our 25th year with £600 million of assets under management. Torevell & Partners has been looking after its clients’ investments since 1997 and we are extremely proud of our investment track record. We work hard to identify the best fund managers available for our clients. In addition to our desktop research, our investment team typically has over 100 private meetings with leading fund managers and other industry experts each year which help us gain a thorough understanding of their philosophy and their views on investment markets.

We take time to establish your goals & objectives so that we can develop a portfolio that fits your investment requirements for income, capital growth and your sensitivity to market movements. We believe that every client is unique and our independent status means that we are able to deliver advice and solutions to meet your needs.

Trust & integrity are at the heart of what we do

Meet Our Team

The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms. The current business has been in operation since 1997, trading originally as Dewhurst Torevell and from April 2018 as Torevell & Partners.

We believe that every client is unique and our independent status means that we are able to develop and deliver bespoke financial plans to meet our clients’ needs. Trust and integrity are at the heart of what we do and we are delighted that many of our relationships extend to several generations of the same family. Technical expertise is important and all of our advisers are Chartered Financial Planners or Chartered Accountants; we also encourage all of our staff to continue to develop their technical knowledge through exams and specialist training.

Meet Our Team
I just wanted to thank you for all your efforts, and compassion over these last few years, as my mother’s dementia progressed and following her death. It has been very much appreciated

Mrs W, Somerset

Once again many thanks for all you do for me; it’s all much appreciated

Mrs M, Derbyshire

Torevell & Partners have cared for my holdings for more than 25 years with my total approval and satisfaction

Mrs O

Thank you for all your help, support and wisdom

Manchester based charity

I want to thank you again for all your hard work. It was such a relief knowing that you were taking care of everything and I've been ever so pleased since you have managed the funds

Mrs D, Scotland

The letter is spot on, very helpful, and as usual your service very prompt

Mr H, Yorkshire

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