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.
Trust planning using a bespoke trust or an insurance based trust deed can be a tax efficient way of ensuring funds are placed in the right hands. We work with families using Discretionary Trusts created in their lifetime or via wills to ensure capital and income are available at the right time.
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
Once again many thanks for all you do for me; it’s all much appreciated
Mrs M Derbyshire
Thank you for all your help, support and wisdom
Manchester based charity
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
Torevell & Partners have cared for my holdings for more than 25 years with my total approval and satisfaction
The letter is spot on, very helpful, and as usual your service very prompt
Mr H, Yorkshire