EVOLVE WEALTH LIMITED

Business Description

We provide a unique and fresh approach to financial planning. Our services harness fully the benefits of technology together with the added value that can only be provided by talented professionals with the very best qualifications and experience.

We believe in fusing the latest technology with the very best advice and providing this to our clients via innovative financial tools. These tools let our clients access their information when and where they want.

Business Services
Our advice and service includes: investment and pension wealth management, long term care and estate/IHT planning, tax reduction, employee benefits, company pensions, investments, business and personal protection and comprehensive trustee act compliant investment solutions.

Business Qualifications
SII Group chartered independent financial advice

Business Staff & Management
Raymond Kirk
BA (Hons) FPFS Chartered
Financial Planner
Raymond has been advising clients for over 15 years. Qualified at the highest level as a Chartered Financial Planner & is a Fellow of the Personal Finance Society (PFS).Fellowship is the pinnacle standard in the financial profession & is held by fewer than 5% of practicing advisers.
In addition to professional qualifications Raymond also holds a degree in Banking, Insurance & Risk Management and was previously the Financial Planning Director for one of the largest firms of Chartered Accountants in Lincolnshire.

Business Memberships
Financial Services Authority