Evelyn Partners Reviews 204

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.

Anthony Field,Director &financial advisor in Newcastle upon Tyne has provided wealth management advice for in excess of 20 years, both pre & post-retirement. In that time the advice he has given has been knowledgeable and professional and he takes great care to understand the personal circumstances & financial objectives of his clients. I am pleased to have Anthony as a trusted and valued advisor whose advice has been consistent over the many years of our association. We are happy with the service we receive & are confident that our interests are being well looked after by Anthony and the team working with him. We also consider Anthony a personal friend as well as our financial advisor.

Anthony Field, Director and Financial Advisor in Newcastle upon Tyne, has been advising my late wife and me on wealth management for over twenty years. During this time our portfolio has grown steadily, consistently and profitably. Anthony's advice has always been wise and of great value to us during both good and difficult economic times. Anthony is highly qualified in financial and economic matters, and our meetings are always very informative and interesting.
On a personal basis, in my experience Anthony Field takes great care to understand the personal circumstances and financial objectives of his clients, has has built up a good understanding of my family situation as it has developed over time. He operates with total integrity in all matters, and I am pleased to have Anthony as a trusted and valued advisor and friend.

I was recommended to contact John Laverick from the Evelyn Partners Bracknell office by my cousin who has been advised by John for the past sixteen years.
John visited me on a number of occasions between January and June this year whilst he thoroughly investigated my finances. His recommendation was to set up an annuity which he has now done for me.
I have found John very approachable and extremely knowledgeable in his specialist field. I am certainly very pleased to have met John and look forward to a continuing business relationship with him.

Anthony Field of Evelyn Partners Newcastle office has been a valuable and trusted financial adviser to me and my wife for many years.
He has been able to guide us though a lot of financial decision making, always making our goals and expectations as the core to his advice.
Particularly, he has been invaluable in managing my changing circumstances. Those circumstances arising from being employed and building up sound financial base, to consolidating that base into a strategy to maximising and optimising my retirement income and the longevity of the same.
Regular reviews are key being confident that the strategy we have agreed to follow is on course and therefore am able to enjoy retirement, confident that my interests are being well looked after by Anthony and the team.

Anthony Field, based in the Newcastle office, has been my Financial Adviser for over 20 years. I have found Anthony to be professional and knowledgeable and I have been confident with the advice he has given me. He has always been approachable and is easy to contact when necessary. During the period he has been my adviser, we have built up a good working relationship.

Personalised Ongoing Advice
Anthony Field has been our Financial Advisor for almost 20 years now.
He has a huge knowledge of the financial market and explains things to us in language that we can understand. His advice has proven invaluable over the years, and he has always been available for any queries or concerns that we have had. We are very happy with the service he provides.

well looked after very proactive. it is a pleasure to work with them.

We have been looked after by Anthony Fields from the Newcastle Office for more years than we would want to remember! He is knowledgeable, professional, trustworthy and a good friend. We are very grateful for all his work for us over many years and look forward to - hopefully - many more years to come.