Wealth Management

Investment management and financial planning are at the heart of what we do. We work with you to create a portfolio that meets your needs and objectives and your attitude to risk.  We use a full range of tax efficient investments including ISAs, pensions, investment bonds and other tax wrappers to enable you to save for the future as tax efficiently as possible, or to provide an income stream whilst maximising available tax allowances.

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.

Our Ethos
Providing a superior level of service to our clients

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

Giving you a clear understanding of the investment strategy being implemented

We are also immensely proud of our investment track record and the fact that the majority of our clients have been referred to us by existing clients or professional partners. We have demonstrated success time after time, leading to a number of advisers who are working with the great-grandchildren of our original clients.

Torevell & Partners offers a wide range of financial advice. All of our advice is explained in writing as we believe that it is important for our clients to understand our advice and the investments we recommend to them. Our written recommendations include details of any costs or charges that apply, including our agreed remuneration.

Our investment portfolios are managed on an active advisory basis using a small number of carefully selected fund managers. The investment committee is headed by our Chief Investment Officer, Chris Davis, who has over 20 years’ experience. Any changes we recommend are explained to you before being carried out so that you have a clear understanding of the investment strategy being implemented.

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

Most importantly, we tailor our approach to our clients’ needs

It is important that any investments made are consistent with your objectives and attitude to risk. 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.

By monitoring the portfolio and keeping in regular contact we can ensure your portfolio evolves to suit changing investment conditions and your personal circumstances.

How we helped a client once they decided to sell their company

Let’s build your future, together

If you have any financial planning needs you would like to discuss with our expert team, please do contact us today.

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