Evelyn Partners Reviews 205

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.

As a result of the different companies that I have worked for over the years I managed to build up a number of pension funds. I decided that it was time to review my options and soon realised that this exercise was well beyond my abilities. I approached several companies and they all agreed that I had a very complex pension situation but none of them felt experienced in taking on the project. A family member suggested that I approach Evelyn (formally Tilney) and I was introduced to Lee at their Nottingham office. After several meetings Lee agreed to take on the project and produced a very comprehensive report clearly illustrating the different options and the pros and cons of each. This is a piece of work that I could not have undertaken myself and several other companies also declined. Lee has demonstrated an extensive knowledge base in his specialist field and I can totally recommend his services to anyone requiring Pension advice.

My wife and I have been taking advice from Craig for many years. He has always given good advise and looked after our investments which provide most of our income.
The face to face meeting once a year is useful and makes it more personal.
Roger & Linda Brown

We have received advice from Craig Richards and the Nottingham team over many years. Their service has always been professional. With great attention paid to our views and questions always explained expertly.

Craig is always very patient in explaining the products and services. I appreciated the personal touch particularly during COVID, and in view of my recent bereavement.

We have jointly been customers of Evelyn Partners for about 5 years. We find the service and advice we get from Craig and his team in Nottingham to be really good, it is clearly explained and always relevant. I also like the fact that I can talk directly to our investment manager, get his views of the market and have him take account of my investment preferences. During the current recession our investments have dropped by much less than the market which is a win in my opinion.

We have been clients for over 2 years of Jonathan Allwright in Nottingham and have always been very happy with his professional approach and friendly practical manner. The Evelyn App is great and user friendly

We have taken financial advice from Craig and his team at Evelyn Partners for many years. They give good advice - our investments perform well. We have an annual revue with a face to face meeting. Always punctual, polite and friendly.

Evelyn Partners through Craig Richards and his team at Nottingham have been looking after my financial interests for three years. During this time Craig and others at Evelyn Partners have been extremely courteous, efficient and responsive. They have demonstrated excellent subject matter expertise in matters relating to financial and inheritance planning and I continue to rely upon their excellent professional advice

We recently met with Sian Thomas at the Cardiff office who has provided us with advice in relation to pensions and planning our retirement. Sian was knowledgeable and professional and the service we received has been first class. We look forward to being clients of Evelyn Partners for many years to come.

Absolutely five star service from Rob Frampton and the team in Cardiff. Professional, knowledgeable and personable pension and IHT advice. I would highly recommend to any of my colleagues or family members.

This company doesn't reply to emails or calls. All you get told is that your email has been sent to the relevant department but they will not put you through to the relevant department when you call. Issues that should have been resolved over a year ago despite email communications and conformation are still not resolved. If I don't do my job I get sacked this does not seem to be the case here.

Awful company that do not communicate, respond or acknowledge any issues. I have made several complaints only to be completely ignored. My issues relate to Investments. I have now had to turn to the Financial Ombudsman Service simply to try and get some basic answers. Do not trust or use this company for anything.

I have a commercial issue with a fx broker regarding an introducing broker contract.

On the terms and conditions it says the auditor has authority to settle the issue.

I found this auditing company on the official accounts on company house.

I contacted them by email with personal data communication.

They did not answered me but shared my email to the company they audit for their lawyer use against me.

I didn’t consent any communication of personal data regarding GDPR regulation.