Services

We pride ourselves on providing a superior level of service to clients. We strongly believe that every client is unique and our independent status means that we are able to deliver bespoke advice and solutions to meet their individual needs.

No charge for our initial meeting with you

Your relationship with Dewhurst Torevell will start with a conversation.

This is the vital first stage where we understand your personal circumstances and current financial situation. This initial discussion will also allow us to describe our services and explain the payment options available to you.

Our services are tailored to meet your needs

We will then work with you to develop a suitable wealth management plan and as your goals and circumstances change, we can work with you to adjust the plan accordingly.

Research led, performance driven

Investment research is a core component of our service. We employ a team of individuals whose specific role is to analyse the performance of funds and to understand the macro and micro economic environment that might impact on performance.

Communication and Contact

It is important to us that you are informed and more importantly, that you understand how your wealth is being managed. At Dewhurst Torevell we provide investment advice on an active advisory basis. This puts you in control of the investment process and it ensures that our recommendations are fully discussed and agreed with you before actions are taken.