Evelyn Partners Reviews 204

Anthony Field from Evelyn's Newcastle office has been my financial advisor for over 10 years. He has always provided insightful, considered recommendations after appropriately focused assessment of my changing circumstances and aims. He and the other team members have always been available when needed and conduct business in a friendly, open and informative manner. They are a great source of advice, let me know what to expect and deliver on our plans in a timely fashion.

Steve Cattle in the Newcastle office has advised me for a number of years, over which time my work and personal circumstances have changed. Steve has taken this on board and provided support and advice to align with new financial goals and timescales.
Steve is experienced and well-informed and provides easy to understand advice - no financial jargon. I particularly welcome his honest advice on some difficult financial subjects.
Steve listens to my views before offering his advice so he fully understands where I am coming from and the best decision is then made about the way forward.
I am extremely happy working with Steve and receive a good level of care and service from the company.

I had the distinct pleasure of working with Joanne Brown from the Newcastle office, and I must say, my financial journey has been significantly enhanced thanks to her expertise and professionalism.

Joanne's depth of knowledge in the financial industry is truly impressive. She has an uncanny ability to simplify complex financial concepts, making them easy to understand. Joanne's expertise ensured that I made informed decisions that aligned perfectly with my financial goals. Her up-to-date knowledge of the ever-changing financial landscape provided a sense of security in turbulent times.

One of the standout qualities of Joanne is her approachable and friendly demeanour. She fosters an environment of open communication and active listening. It really felt like she genuinely cares about my financial well-being and took the time to understand my unique circumstances and goals.

In conclusion, Joanne Brown is exceptional. Her knowledge, efficiency, approachable nature, and professional demeanour combine to create an advisor who not only excels in her field but also genuinely cares about her clients' financial well-being. I am grateful for the guidance and support Joanne has provided me on my financial journey, and I wholeheartedly recommend her services to anyone seeking expert financial advice. Joanne sets a standard of excellence in her profession that is truly commendable

I can recommend Anthony Field, at the Evelyn Partner Offices in Newcastle. We started our journey with Anthony nearly a year ago after a change in financial circumstances. We were new and uncertain to the opportunities of financial management and planning. Anthony has ensured that the process has been careful and considered, with ample time for reflection and evaluation, which I believe is one key element to why, moving forward, we feel comfortable and assured in the decisions we have made with the advice from Anthony and his team. His approach is building that personal solution to suit our needs, with honesty and patience, and we look for to a stable financial future working with Anthony and his team.

We have dealt with Anthony Field, Director of Financial Planning at Evelyn Partners, as our financial advisor for many years. We have always found him to be very professional, has always given us good sound financial advice.
All work carried out for us has been timely, and both he and his team are always helpful with any issues that we may have. He keeps us regularly informed about our financial affairs and we value his level of knowledge and expertise enormously.

Anthony Field at Evelyn Partners Newcastle office has been my financial advisor since my retirement eighteen years ago.
As my circumstances have changed his advice has been timely and pertinent. He has always taken care to ensure that all factors are taken into consideration and researched when suggesting potential changes. He keeps me fully updated particularly as to the effect changes in the financial market may affect my portfolio.
I have no hesitation in recommending his services.

Peter Davey gives me honest and sound advice. I met Georgina, one of his colleagues, recently and I am sure she will work in a similar manner.

Joanne Brown at Evelyn Partners provided me with clear information, in an authoritative and friendly manner, which helped me with reaching decisions about next steps with pensions and retirement. Joanne is a skilled communicator with personal warmth and clarity of insight which, coupled with her extensive subject knowledge and helpful explanations, puts the client at their ease and creates a positive experience.

Moved investments a year ago and can only highly recommend Anthony Field. Professional, knowledgeable. Does what he says hes going to do when he says hes going to do it. Gets his point across well. Interested in your future.

Since being introduced to Anthony Field in the Newcastle office some 3 years ago I have always valued his professional financial advice. Being new to investing money Anthony has always explained everything very clearly and I have a great deal of confidence that he is advising me for the best possible outcome for myself.
On a personal level Anthony is clearly a very experienced financial advisor who can give answers to any concerns or question I have.
I am extremely grateful Anthony is my point of contact and look forward to dealing with him in the future.
David Jackson

I have dealt with Anthony Field for more years than I remember. I have always found him to be polite, knowledgeable about the markets and very approachable. His recommendations are sound and based on his expertise and experience in the business. He explains things clearly in understandable language without the need to use financial jargon. He was particularly helpful in sorting out our affairs when my wife died two years ago. She had always been the “financial administrator” in our house. I would have no reservations about recommending Anthony and his team to any prospective clients.

Anthony Field in the Newcastle Office has been my advisor for over ten years and I have always been happy with the advice and service he has provided. Evelyn's on line systems now give access to current pension fund information but Anthony is there to carry out an annual review and is always available to answer questions, take action or provide advice when required. He is professional, knowledgeable, friendly and communicates well explaining things clearly and giving me confidence in any information or advice he provides.

Anthony Field has been our Financial Advisor for 18 years . His advice over that period has been invaluable and has been provided in a professional, timely and concise manner.
He and his support team are in regular contact and are a pleasure to deal with .

Very pleased with how my SIPP is managed and how accessible it is on the Bestinvest platform.

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.