Evelyn Partners Avis 

Following a frustrating telephone call today I still have no conformation on my problems. All I get told is my question has gone to the relevant team but I cant get to speak to anyone on the relevant team no definitive answer's emails with no point of contact ect. nearly two years and they still have not sorted out my problem! Despite having conformation emails that they have everything they need from me over a year and a half ago!

Cannot login to bestinvest. I get "Something went wrong
We have encountered an unexpected error! But don't worry, and we'll be back with a fix shortly"
This has been going on for weeks.

New client portal released without thorough testing and previous portal now taken down. Cannot access essential information. Also has the organisation spent too much energy on corporate rebranding etc. and taken eye off the ball re. their core client focussed roles? Particularly worrying at a time of so many investment headwinds and the need to feel our investments are in competent hands.

I was present on a webinar today, my experience is based on this. Easy to understand explanations about pensions and retirement planning. Visual graphics not only of how a retirement journey could work, but of the current economic situation globally, in which we sit. An interesting company as a mix of three different aspects, mixing tax and accounting with retirement planning/wealth management and online investing. An option of one free call to discuss our own financial situation.

Professional insightful overview of planing

At all times Danny Meston was courteous, engaging and considerate. His advice was clear and explained in detail and at all times I felt I was in very good hands making bit easy for me to make informed decisions. A personable and thoughtful professional. Thank you Danny.

New Evelyn client portal only works with latest versions of Safari. My iMac is not compatible with these latest versions so will not allow me to update. Since my original Tilney login is now no longer available, this now leaves me with no access to my investments.
I am sure this also applies to other clients who do not have the latest systems and browsers.

You would think that when you migrate to a new portal you'd test it out before releasing it. That does not seem the case with Evelyn's new portal. The display is completely messed up (on Google Chrome) on both my phone and tablet. Not tried other browsers. Poor show!
Also with previous BestInvest and Tilney, used to get a call from my portfolio manager at regular intervals to discuss investment strategy. Not heard anything for over 3 years now!

All points well coveredin what is a very complicated scheme.

The IHT presentation via Zoom today was useful. Whilst I was aware of most aspects relating to IHT law the sections on Trusts was a clear and helpful briefing which will be of help in my upcoming personal review of my plans.

I attended a 1 hour webinar on inheritance tax and found it very informative

Comprehensive, various options presented, with various possibilities for everyone, in-depth explanation, clear and precise.

Very good presentation on IHT planning from Evelyn Partners

I was originally with Smith and Williamson, but since the changes resulting in Evelyn it appears the level of service and the attention to investment performance has suffered. I know it's been a rough few years but my own self invested SIPP has performed far better than a service I pay for. It just seems as if they have taken their eye off the ball. I had to initiate a meeting with them as we had not had a face to face for over a year.

I have been with Sally Beresford and Stefan Palenski for nearly ten years and I can vouch for their friendly and professional service. Pension rules are becoming ever more complex and reliable advice is more essential than ever.

I have been receiving advice from Jo Rees at Evelyn, and prior to that under the Tilney banner for the last 2 years. Jo has guided me through the investment risk process, and advised on my various pensions, and recently on retirement planning. The advice and alternative options have always been explained to me clearly and professionally, allowing me to make informed decisions on the best way forwards. I would recommend Jo and Evelyn to anybody looking for financial advice.

We have been working with Sally Beresford for several years (originally with Tilney) and, more recently, Josh Nelson. They have both provided excellent advice around financial, tax, and retirement planning.

We have highly appreciated Sally's advice and attention to detail as well as her patient style as she has helped us navigate planning around investments, pensions, and retirement.

More recently, we have been working with Josh and have been very impressed with his responsiveness, particularly as we were working to some year end deadlines.

We would wholeheartedly recommend Sally, Josh, and Evelyn to anyone looking to seek advice around financial and tax planning.

We have been receiving pension planning advice and support from Evelyn Partners for several years. From the pre-retirement planning phase and consolidation of various pension funds right through to SIPP and fund management during retirement. We have found the support from Evelyn Partners and our personal advisor Sally Beresford, to be excellent throughout. Sally’s help has proved to be invaluable and has without any doubt impacted very positively on our retirement plans. Being able to call on Sally’s professionalism and advice at such a crucial point in our lives has been one of the best financial planning decisions we’ve made. The team at Evelyn Partners and Sally Beresford in particular are highly recommended

We consider ourselves extremely fortunate to have had Sally Beresford and Stefan Palenski as our Financial Planners for the last 13 years. (Originally via Tilney). Throughout this time, the level of service has been excellent in every way.
Once a year Sally and Stefan visit us to give a detailed portfolio review. They are always thorough, and are more than generous with their time in explaining everything in great depth to ensure we fully understand the whole picture. They are utterly professional and combine this with a warmth and friendliness which puts us totally at ease.
At all other times throughout the year, Sally is always there to guide and support us through any queries we might have in connection with anything to do with our finances. She responds promptly and always with excellent advice.
To place one’s entire finances into the hands of one company requires a huge level of trust. We are so lucky to have been able to relax in the knowledge that our finances could not be in safer hands.
With our years of experience of both Sally and Stefan through various reincarnations, we can confidently say that we have absolutely no hesitation in recommending both them and Evelyn to anyone seeking Financial Planning for their investments.