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Financial Planners, Fund Management Companies, Investment Companies, Financial Consultants, Investment Services

Evelyn Partners - Manchester, North West

Evelyn Partners is a financial services company located in Manchester, North West England. They specialize in providing expert financial consultation and planning services to clients. Additionally, they offer fund management and investment services through their investment and fund management companies. With a focus on delivering exceptional financial services, Evelyn Partners is a trusted partner for individuals and businesses seeking to achieve their financial goals.

Introduction to Evelyn Partners Manchester, North West

Evelyn Partners is a financial services company located in Manchester, North West, UK. The company was founded with the purpose of providing top-notch financial consultation and planning services to individuals and businesses alike. With years of experience in the financial industry, the team at Evelyn Partners is committed to helping their clients achieve their financial goals by providing tailored solutions that meet their specific needs. What sets this company apart is their personalized approach to financial planning, which takes into account each client's unique circumstances and goals.

Services & Products

Evelyn Partners offers a wide range of financial services, including financial consultation, financial planning, fund management, and investment services. Whether you're an individual looking to plan for your retirement or a business owner seeking to grow your company's assets, Evelyn Partners has the expertise and resources to help you achieve your financial objectives. Their team of financial planners and consultants work closely with clients to understand their needs and create customized plans that align with their goals.

Location

Evelyn Partners is located on the 3rd floor of Vantage Point on Hardman Street in Manchester. The area is known for its bustling business district, with many financial companies and investment firms in the vicinity. The location is easily accessible by public transportation, with several bus and train stations within walking distance. The three closest public transportation options are Deansgate Train Station (0.2 miles), St Peter's Square Tram Stop (0.4 miles), and Manchester Piccadilly Train Station (0.7 miles).

Benefits

Customers should choose Evelyn Partners for their financial services because of their commitment to personalized attention and tailored plans. The team at Evelyn Partners takes the time to understand each client's unique circumstances, goals, and risk tolerance to create a plan that is right for them. Their expertise in financial planning and investment management ensures that clients receive the best possible advice and recommendations for their financial future.

Good to Know

Customers should be aware that Evelyn Partners is a fee-based financial services company, which means that they charge a fee for their services rather than earning commissions on products they sell. This ensures that their advice is unbiased and in the best interest of their clients.

Reviews

Customers have praised Evelyn Partners for their personalized approach to financial planning and their expertise in the industry. Many have noted that the team at Evelyn Partners takes the time to understand their unique circumstances and goals, and creates customized plans that align with their financial objectives. Overall, customers have reported high satisfaction with the services provided by Evelyn Partners.

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services such as investment management, retirement planning, tax planning, estate planning, and risk management.

What is your minimum investment amount?

Our minimum investment amount is £50,000.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold certifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), and Personal Financial Specialist (PFS).

What experience do your financial consultants have?

Our financial consultants have many years of experience in the financial industry and have worked with clients with varying financial needs.

How do you ensure client investments are secure?

We take the security of our clients' investments very seriously and use industry-leading security measures such as encryption and secure storage of client data. We also work with reputable custodians to ensure the safekeeping of our clients' assets.