Our approach focuses on our clients’ individual needs and objectives
We offer our clients individual attention and individual advice based on a thorough understanding of your needs and objectives. We aim to establish long term relationships with our clients and believe that this enables us to give better advice.
Understanding your needs and objectives
Building an appropriate investment portfolio
Managing performance and making changes
Our work supporting the local community
We believe that it is important that businesses play an active role in the wider community and we continue to build on our strong local links by supporting projects within the Greater Manchester region. Torevell & Partners have a long history of providing monetary support and expertise to charities and organisations in and around Manchester supporting the arts, youth and the greater community. We encourage our team to take an active role in the wider community, with the Directors and many of our senior team members being active within charities and organisations.
Currently these include involvement with Chetham’s School of Music, Manchester’s Royal Exchange Theatre, Bolton School, Greater Manchester Youth Federation, Manchester Art Gallery and RHS Bridgewater.
Supporting
Where we’ve been and where we are now
1973
The company can trace its roots back to 1973 when Alan Torevell established Torevell Mahon, one of the first independent financial advisory firms in Manchester. The business grew and became Torevell Mahon Granville in the 1980s with offices in Manchester, Leeds and London.
1997
In 1997 Alan retired from Torevell Mahon Granville and decided to set up a new business, Dewhurst Torevell. He was joined by his son, Martyn Torevell, who had previously worked for Arthur Andersen in London and Milan, qualifying as a Chartered Accountant in 1991.
1999
Amanda Valentine joined the business from KPMG in Manchester. Amanda had previously been part of the audit team working with Torevell Mahon Granville, she qualified as a Chartered Accountant in 1990.
2000
Emma Holden joined the business having previously worked for Grant Thornton and Astbury & Co
2016
Emma Holden and Amanda Valentine are appointed as Directors
2018
The company introduced the trading name of Torevell & Partners, reflecting the firm’s focus on independent financial planning and wealth management
2022
The company enters its 25th year with around £600 million of assets under management. The company has established an excellent reputation by putting service and long-term client relationships at its very heart and in doing so has become one of the North of England’s major financial advisory firms.
2023
Amanda Valentine retired after 24 years at Torevell & Partners. Amanda was our Compliance and Finance Director for many years and made an invaluable contribution to the business. Damian Aspin was promoted to be our new Compliance Officer, with Valerie Torevell becoming our Financial Controller.
2024
The company leadership team expanded with the appointment of Chris Davis, Alex Dean Austin, Dan Jones and Alex Moxon as Partners of the firm. Chris has been our Chief Investment Officer since 2019 and Alex Dean Austin, Dan Jones and Alex Moxon are Chartered Financial Advisers.
