About Torevell & Partners

Our firm provides active independent advice to a select but substantial number of high net worth families, businesses and charitable trusts across the whole of the UK.

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

By taking the time to understand your needs we can create a portfolio that fits your investment timescales for income, capital growth or sensitivity to market movements.

Building an appropriate investment portfolio

Once we have taken our clients’ individual circumstances into consideration, we construct bespoke portfolios including cash, equity funds, fixed interest, multi-asset, property and more.

Managing performance and making changes

By virtue of the funds we have under management we can generally gain direct access to senior fund managers and have private meetings with them.

An outstanding team of individuals based in our Manchester Office

Meet Our Team

We believe that our success can be attributed to a number of key things: trust, integrity, discretion, reputation and performance.

Underpinning all of this is an outstanding team of individuals based in our central Manchester Office. The team comprises four client facing Financial Advisers all of whom are either Chartered Advisers or Chartered Accountants.  Our advisers are supported by a growing team of paraplanners many of whom are qualified to Diploma and Chartered level, together with experienced administrative support staff. We conduct our own investment research based on a long standing programme of in-house analysis and fund manager meetings, which is co-ordinated by our Chief Investment Officer Chris Davis. This requires a great deal of commitment and hard work and we are proud of our investment track record.

Meet Our Team

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.

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