Evelyn Partners Reviews 200

Lee MacDonald has been advising us since 2018, and we really appreciate his friendly and reassuring approach to our financial planning and advice. Lee takes time to answer our questions in detail. Lee’s advice has been sound with the results being evident in our portfolio. We now have a clearer idea of our future financial position for decades to come as we move towards retirement. Louise Varley, who is the Nottingham branch team leader in client admin is always helpful in answering questions and advising on the state of various transactions.
We can highly recommend Lee and his team at Evelyn Partners.
Barry and Karen Pate

We enjoyed a very good relationship with our Evelyn adviser over many years. She gave prompt, helpful and reassuring advice to all our enquiries. She was generous with her time and could always be relied upon to give full understanding of our changing family requirements.

Susan and myself had another professional and pleasant meeting with Ian Gibson and Stefan Polanski at the Leeds office.
We have had Ian as a financial advisor for over 10 years initially with Tilney and then with Evelyn after the merger. The transition has been seam less and communications via the portal and by telephone remain excellent. The meeting clear addressed our personal aspirations and requirements and investments, pension and future planning were fully explained and explored.

Davìd and Susan Fletcher

My parents had been involved with Evelyn Partners under its earlier Towry and Tilney brands so when we were looking for someone to manage our investments and SIPPS it was an obvious choice to join them. After our previous adviser left, at which point I was using power of attorney to manage my parents’ affairs, there was a brief hiatus when various adviser names were mentioned, but then Jo Rees became our adviser and we have every confidence in her. She has really taken the time to get to know us and what we want to use our money for. We should also mention Hayley Kendall who has been there in the background for a very long time and has always been easy to contact. It was so lovely to finally get to meet Jo face to face last October after so many Teams meetings and we hope to do the same again this year.

We have been receiving financial advice from the Cardiff Team of Evelyn Partners and its previous incarnations for many years. Jo Rees is our current advisor and she has been exceptional in her advice and customer relations. She keeps us updated on a regular basis and is always available to talk things through when a particular issue arises. Jo and Hayley make a very professional team. We have no hesitation in recommending them.

We have used Evelyn Partners for the past 5 years for Financial Planning, SIPP management and Pension advice . We are supported by a great multi skilled team of Sally Beresford , Stefan Palenski and Josh Nelson . Evelyn Partners are an excellent company with very professional staff who give expert,considered and caring advice to my wife and family . We have great trust and confidence this organisation will continue to help us manage all our financial needs during retirement and beyond .

We have been clients for a good number of years via Towry and Tilney who then became part of Evelyn. Our advisor Jenny has always listened to our needs to provide the best possible service above the need to sell. We have absolute faith and trust that our interests are put first

I have had my pension and some of my savings with Evelyn Partners for many years. Jo Rees has been my financial adviser for sometime and I have found her very professional, capable, trustworthy and personable. She is a great listener and provides solid advice and support as and when needed.

Jenny Whitehouse has been advising me for almost 9 years, having succeeded a previous advisor. I feel very confident that the advice she gives me is sound, and she goes above and beyond to keep me well informed of my financial situation, especially in these uncertain times. I have found her, as a representative of the Company to act with integrity and rigour - and humanity - at all times.

This company has always treated me well as an investor. My advisor Jenny Whitehouse has treated me with respect and given good advice over the last eight years. We will miss her since her promotion but I am sure Phill will be a pleasant replacement.

This company is interested in me as an investor and takes time to know me and my needs. Our financial adviser Jenny advises us regularly on all aspects happening in a very unsettled world. This company is prepared to listen to your needs, and tries to meet them in all aspects.

We have had Jo Rees as our financial advisor for a number of years and have been very content with the advice, information and support she and her team have provided to us from their offices in Cardiff. Although we would not consider ourselves to be demanding, we are discerning. Jo has always prepared well for our reviews and meetings and has developed and maintained an understanding of what we want and/or need to keep our financial expectations secure. She has earned our trust.

I sold my business around 5 years ago and didn’t know what to do with the resulting funds. I met with Rob Frampton (a Financial Planner at Evelyn In Cardiff) who was recommended to me by a friend to discuss how to structure investments, pensions and trusts tax efficiently.

He has done a great job and helped guide me and my family. They have generated returns above their peers and better than we originally expected.

Highly recommend.

I have used Evelyn from the days when it was Tilney, and have found the team to be professional, insightful and very thorough. I work with Jo Rees and the team in the Bristol office and have been so impressed with the quality of service that i have recommended Evelyn to friends on a number of occasions.

Jo Rees our financial advisor is informative, professional and a good listener.
She is well prepared and takes time to understand our needs.
Consequently giving us appropriate advice.She is empathetic and has a friendly clear way of explaining the current financial markets. We trust her judgement completely and always look forward to our sessions.She is an excellent ambassador for Evelyn.

Persistent bombardment via unsolicited emails is simply not acceptable! Sorry. This has been over several days!

Worked with Lee MacDonald from the Nottingham office on a financial plan for retirement and especially the best / most tax efficient way to take retirement income from my various pensions. The service was very professional, in-depth, covered things I hadn't thought of and modelled various options & outcomes. Lee was great and explained the complexities and answered my many questions very clearly. Well worth the fees.

We have known Craig for a long time, he having been our financial advisor through the rather numerous versions of what has now become evelyn partners. He is a very nice guy and, in our yearly meetings, has always given us as much time as we need to ask as many questions as we want no matter how basic. He has a skilled teacher’s ability to explain complex financial situations in ways that lay persons like us can understand, while also explaining the possible dangers of over-simplification. A couple of years back, we switched our savings to green investments, and Craig and his assistant Jake were very helpful on that front also. Craig has also been careful to check for possible changes in our financial needs as we both get older. Overall, we would happily award him five stars. And what is more, the dog greatly likes him also.

We first met with Craig Richards and staff at Evelyn Partners, Nottingham (previously Tilney) in November 2019. Since then we have built a good working relationship with Craig planning our financial strategy and with Chris Moore from the Birmingham branch planning our investments. Craig is excellent at explaining complex financial matters verbally and in written reports. The teams are proactive and approachable and respond quickly to our queries and requirements when investing funds. It feels that we are closely involved with the management of our investments and gives us confidence that our funds are being actively and well managed.

I was recommended to the firm because I wanted to consider a specialist transaction: cashing out a final salary pension. For obvious reasons there's a high compliance threshold for doing this and Mark Turner at Evelyn has the necessary experience. I had initial conversations with 2 forms and decided to go with Evelyn on the basis of the quality of that first call. I have been entirely happy with the whole process. Mark was professional and patient throughout and everything went smoothly and was completed on time.