Evelyn Partners Recenzje 

Simple explanations and realistic targets presented in a friendly and informative manner

For over 25 years my father and I have been clients of Explore Wealth Management and we have been involved with Paula Jackson for most of this time.
We have been really impressed with her professionalism in all our dealings.
Since my father died in 2014 and I married in 2009 Paula had been regarded as a friend who continues to look after our finances with great efficiency
We know she will be a great asset to Evelyn and Partners.

Evelyn have been excellent in helping us navigate the SSAS and SIPP landscape and products.
Apart from their undoubted expertise and professionalism, I have been most grateful for the patience dealing with another third-party trustee.
In particular, Joanne Holden and Bradley Thompson have been terrific.
Thank you very much.

We have been dealing with Steve Cattle from the Newcastle office and the service he has provided us is without doubt the best we have ever had. Nothing was too much trouble and the way Steve dealt with the pension company, who have been terrible when providing information, was first class and he has made sure we are getting the best possible result.

Anthony Field - Newcastle Office
I have received great financial advice from a pleasant and knowledgeable financial expert.
The advice and guidance over many years has been delivered in a timely manner and in a format which has been communicated effectively.
Anthony is both extremely approachable and knowledgeable, I'm grateful for the advice provided and will certainly contact him for further matters.
Regards George

Evelyn Partners give such informative webinars - I really learn new things & it gives me faith in the service I might ask them for in the not too distant future. Clearly presented, excellent explanations, and well-timed. I was also pleased that all questions were answered.

Useful webinar - I use these as reminders of things I am doing and a source of information

Very Informative - knowledgeable presenters who shared information in an easily digestible and understandable format.

Many thanks for an excellent, timely, and relevant seminar, especially for this micro-SME in the highly competitive international MedTech market.

Evelyn Partners provides good information on investment and pension options and useful webinars on financial planning. BestInvest Investment platform is easy to use and good value.

John Laverick from the Bracknell office helped arrange an annuity for me recently. I found him to be very knowledgeable, caring and above all he took the time to understand my requirements and offered very useful advice. He saw the whole transaction through to completion and was always available to offer help when needed. I would definitely use John for any future financial advice.

An excellent presentation from Andrew and Dominic. Lots of information in an hour of clear, concise and practical advice. Thank you.

Very helpful to encourage me to revisit my investment portfolio and also the split between my investments and cash. The only thing I learned was more about gilts which as a DIY investor I haven't considered before. As I am now retired with little money to invest, I don't think gilts are for me, but it was useful to understand what they are.

Thank you.

Most informative and h.elpful

Anthony has been our financial advisor for many years. We trust his advice, which is particularly essential when financial markets are turbulent. He is professional and, most importantly, an excellent communicator - he explains things clearly in a friendly manner. He is always available if we ever need to contact him for any reason.

Anthony Field Director of Financial Planning at Evelyn Partners, Newcastle upon Tyne has been our Financial adviser/ Wealth manager for over 20 years.
His excellent advice has been appropriate and timely for our changing circumstances over some interesting economic times.
His friendly professionalism is a credit to Evelyn Partners and we look forward to his receiving guidance for many years to come.

Anthony Field has been my trusted personal advisor for many years now. Trust is key when considering one's own financial position and Anthony has never let me down. He is professional in his dealings with me while also being extremely approachable and knowledgeable - explaining complicated issues in laymen's terms.
He is in regular contact with me and the Evelyn on line tools are excellent.
I am a trustee of a large charity and the trustees have also been fully satisfied with the help and guidance given by Anthony and Evelyn over the years.
Very satisfied and no regrets.

Towry/Tilney/Evelyn have managed investment portfolios for both myself and my wife for over 17 years and we have always been completely satisfied with the support and service we have received.
Our circumstances have recently changed and we contacted our advisor, Anthony Field, for advice. A home meeting was promptly arranged which proved to be an informative and reassuring discussion with some straightforward actions clearly outlined for us to take.
When life becomes a little tricky Anthony, backed by Evelyn, helps keep the financial aspects steady and in perspective. One less thing to worry about.

Anthony has been handling my financial affairs for almost 20 years now and I have always valued his calm, professional advice. With regular reports and an Annual Review I know that my affairs are in good hands.