Evelyn Partners Reviews 210

Went for a chat with Steve Cattle .He could not be more helpful. He talked trough all my options .Letting me know which was the best .This is not the first time that I
I have seen Steve .Also before he was great and the advice and the help that he gave me saved me loads .I would recommend this company and if you can get a chat with Steve I'm sure that he can help you
Thanks again for your time in sorting some items that I heeded help with
Rate this as ........5 STAR

I have had a good service over the years from Evelyn and its predecessors. Anthony Field in particular gives good, clear and understandable advice.

I invested with Edward Jones in 2009 and the customer service was outstanding. They sold to Towry Law about 2010. Customer service was very good. They became Tilney in 2017 and customer service was ok. Now with Evelyn Partners they have reached the bottom of the barrel as far as customer service goes. I called the Guildford office today and was told I had to call the Client Relationship Team. The less than helpful switchboard operator could not transfer me to anyone in the office as she thought she would 'get into trouble' if she transferred me to the wrong person. I have called the Client Relationship Team 3 times now and left a message and I still have not received a call back.

Anthony Field - Newcastle
We always know that Anthony regards our personal needs as his priority when advice is given.
The manner of the guidance suits us well - explanation, discussion, time to decide and efficient management of the necessary interactions involved.
Thanks, Anthony

For all the years that Anthony has been our Adviser, we have always felt confident that he has fully understood our financial situation, requirements and ambitions. His experience is invaluable in providing professional advice on investment, always with a friendly approach. We would strongly recommend Anthony to anyone who wanted impartial advice on their finances.

Always very sound financial advice. Anthony Field from the Newcastle Office has always provided a very professional service for myself and my family. I hope he continues to do so for many years to come.

My tax advisor had moved to Evelyn and I followed him there. He then moved and Evelyn restricted me from continuing to work with him even though I have been withb him for years and they would gain no benefit from enforcing such a restriction, causing me to incur additional costs and losing time to find and work with a new advisor. Very disappointing...

My adviser at Evelyn Partners is superb! A fantastic experience from start to finish, great investment options, explained clearly and professionally. I look forward to many years with this company looking after my financial wellbeing.

Have dealt with Anthony Field in the Newcastle office since I moved to the Newcastle area about 14 years ago. ( Having previously dealt with an advisor based in London).
In that time my personal situation has changed on a number of occasions, to a greater or lesser degree. Anthony & his team have resolved the issues in an approachable and professional manner.
I have received regular updates on the performance of my portfolio & use the app to check on valuations between times.
Very happy with outcomes and service provided.

Really professional. They ask smart questions, listen & understand what I want to achieve.

Our annual review with Steve Cattle and Georgina Barlow of Evelyn Partners' Newcastle Office was really excellent and expertly handled, as expected based on several years of experience. This was just what we needed at this crucial time for us, two years into our retirement and facing important decisions in these turbulent financial times. Thanks for your valuable advice and for the help you're going to give us to put the key actions into practice.

Evelyn Partners are based in an easily accessible part of Newcastle with access to good parking facilities.
We have dealt with Evelyn Partners since they merged with our previous Financial Services Company. Specifically we have dealt with Steve Cattle. Steve is very approachable and explains different services without jargon and is happy to go over details so you understand. He has helped us with our Savings which has ultimately lead to early retirement.
We have no hesitation in recommending Evelyn Partners and specifically Steve.
Thank you

Anthony Field, Director of Financial Planning at Evelyn Partners, Newcastle upon Tyne has been our financial advisor for many years.
We have always had excellent service from him. His financial knowledge is immense. He provides us with regular updates and advice about our current financial position and how to move forward in the future. Anthony always answers our questions promptly and capably - in terms we understand.
We have total trust and confidence in how he manages our affairs. We have certainly presented Anthony with some challenges over the years. He always resolves the issues - nothing is ever too much trouble for him. In addition he is patient and kind and a pleasure to meet with.
We are extremely grateful for all the help Anthony has given us and hope he will always be there for us in the future.
Joy McCulloch

Local friendly efficient professionalism. Steve Cattle in the Newcastle office gives advice clearly and effectively

Thorough face to face meetings with advisor Steve Cattle (Newcastle upon Tyne office) who is familiar with our portfolio. Follow up documentation sent in a timely manner.

What a fantastic service i recieved from the newcastle based evelyn partners..From start to finish they went through everything with a fine toothcomb..Steve cattle the advisor came to my home on 2 occasions and talked me through everything i needed to no this guy knows he's job 100%..Steve kept me informed on everything what was going on from emails to telephone calls i camt recommend this company highly enough and especially steve cattle thank you all so so much

Personal service tailored to my requirements. See same advisor each time who is very helpful and amiable. Provides good advice and answers queries promptly. Have seen this advisor for a number of years and more than happy with the service and advice he provides. Steve Cattle. Newcastle office.

For the past eight years I have been lucky to have Stephen Parker in Glasgow as my Financial Advisor, first with Tilley and now as Evelyn. He has navigated me through every complexity of my financial dealings during the most difficult of times as a complete rookie and has answered every one of my stupid questions with clarity, patience and kindness. I have nothing but positive comments to make about the relationship with EVELYN as a whole.Alongside Stephen there is a superb team who also contribute to the management of my portfolio and I have met them all and know that they are always up to speed with any changes on my situation. When I first met with Stephen he assured me that with his guidance I would come to understand a portfolio that I had previously had no involvement in. He encouraged me to ask questions and run anything by him and the team and as a result I am confident and reassured that my finances are being well managed. More importantly, there is a really human aspect to my relationship with Stephen because my situation and financial needs have evolved continuously over the past few years. I have often had to go to Stephen to discuss changes that impact on the portfolio and every decision that has been made as a consequence only ever follows an open, balance discussion.
There is excellent communication between Stephen and myself at all time. Any emails or calls or requests are dealt immediately. I feel I am in very safe, assured and empathetic hands.

Exceptional customer care each and every time I engage with the team at Evelyn. Nothing is too much bother. A quick message or question to my account handlers and I have a response to arrange a call asap. Frequent and regular updates on performance coupled with real time portfolio moves via the website/app keeps me well informed. My thanks to Stephen Parker and Stephen Lawler, alongside the wider team, for the professional support at all times but with a service that always feels a partnership, is authentic and consistently genuine. Keep up the good work!

All of our family have been clients of Evelyn for over 20 years. Couldn't recommend highly enough.