Independence, Experience and Continuity

Dewhurst Torevell offers completely independent investment advice. We have no ties to any particular investment company and are free to select the most appropriate provider for your requirements. The Directors and senior staff have many years of experience in financial services, including periods of stock market volatility, changes in taxation and periods of high and low inflation.

The company is wholly owned by its Directors and senior staff, which enables us to offer continuity to our clients and professional contacts. We strongly believe that building these relationships over a period of time leads to better long term advice. We offer our clients individual attention and individual advice.

Advice and Investment Expertise

Dewhurst Torevell offers a wide range of financial advice. All of our advice is explained in writing as we believe that it is important for our clients to understand our advice and the investments we recommend to them. Our written recommendations include details of any costs or charges that apply, including our agreed remuneration.

Our investment portfolios are managed on an active advisory basis using a small number of carefully selected fund managers. Any changes are explained to you before being carried out so that you have a clear understanding of the investment strategy being implemented.

Dewhurst Torevell managed over £600 million of investments and similar assets as at 30 June 2009. At the last financial year end (30 June 2009) the company had Net Assets and Reserves of over £814,000. These reserves are substantially in excess of the amounts required to satisfy the solvency requirements set out by the FSA.

Regulation

From its inception in 1997, Dewhurst Torevell has chosen to be directly regulated by the FSA rather than through membership of a collective body or network. This ensures that the firm has to maintain the very highest level of performance across many areas and that ultimately this is beneficial to our clients.

The results of a Treating Customers Fairly (TCF) review on Dewhurst Torevell conducted by the FSA in 2008 provided empirical verification of the high standards of performance being delivered by Dewhurst Torevell to all its clients.

Additional regulatory information is included in the Regulatory Matters section.