Our People

Evolve’s financial life planners hold the most advanced qualifications to ensure that clients are provided with the best possible planning, guidance and advice.

When you become an Evolve client you will be allocated your own Financial Life Planner and will also have access to our dedicated Client Service Team.

Please use the menu structure on the left to find out more about individual team members.

Antony Williams FPFS, CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Chartered Financial Planner
Managing Director

Antony has over 20 years’ experience in financial services, following two years in retail management. Initially, Antony spent 5 years with a large insurance company, advising private clients and small businesses. He then took on the role of senior planner with one of the UK’s largest firms of IFAs. In March 2000 he joined a well known firm of investment advisers and stockbrokers, becoming the Partner responsible for their financial planning proposition.

Antony founded Evolve in November 2004, to provide high quality financial and investment planning for people who are committed to making the most of their money and making the most of life. In September 2006, he was named Best IFA Newcomer of the Year in an independently judged annual awards ceremony. He is determined to make Evolve one of the UK’s leading fee based financial and planning suppliers.

He places a clear understanding of clients and their needs at the forefront of his priorities and will invest considerable time and effort to this end. An excellent communicator, Antony helps clients to build their own financial plans acting as a consultant, coach and mentor.

Qualifications

  • CERTIFIED FINANCIAL PLANNER certification
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Advanced Financial Planning Certificate
  • AFPC G10 Taxation and Trusts
  • AFPC G20 Personal Investment Planning
  • AFPC G30 Business Financial Planning
  • AFPC G60 Pensions
  • AFPC G70 Investment Portfolio Management
  • AFPC H15 Supervision and Management
  • AFPC SV1 Savings & Investments
  • AFPC K10 Retirement Options
  • AFPC K20 Pension Investment Options
  • RO8 Pensions Update
  • CF7 Lifetime Mortgages
  • CF8 Long Term Care Insurance
  • MAQ Mortgage Advice Qualification
  • Financial Planning Certificate (FPC 1, 2 & 3)

Jason Witcombe FPFS, CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Chartered Financial Planner
Director

Jason is one of around 1,000 CERTIFIED FINANCIAL PLANNER Professionals in the UK. He is also a Fellow of the Personal Finance Society and was awarded the prestigious Chartered Financial Planner status at the end of 2005.

After graduating from Exeter University in 1997 with a degree in Modern Languages, he spent a year teaching English to businessmen and women in Spain. On his return, he was accepted onto the graduate scheme of a national firm of Independent Financial Advisers.

There he gained his formative financial planning experience, whilst sitting the Financial Planning and Advanced Financial Planning Certificates.

He then moved to a medium sized firm of investment advisers and it was there that he gained CERTIFIED FINANCIAL PLANNER Certification. He worked there until it became clear that the environment was not conducive to fee based financial planning advice.

Jason joined Evolve to provide high quality Financial and Investment advice to people who are committed to making the most of their money and making the most of life. He is determined to make Evolve Financial Planning one of the UK’s leading fee based Financial, Investment & Life Planning supplier. Jason is regularly asked to comment in the national financial press.

In his spare time, Jason plays football and tennis and enjoys distance running. He speaks fluent Spanish.

Jason lives in Kent with his wife and their three children.

Qualifications

  • CERTIFIED FINANCIAL PLANNER certification
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Advanced Financial Planning Certificate
  • AFPC G10 Taxation and Trusts
  • AFPC G20 Personal Investment Planning
  • AFPC G30 Business Financial Planning
  • AFPC G60 Pensions
  • AFPC G70 Investment Portfolio Management
  • AFPC SV1 Savings & Investments
  • AFPC K10 Retirement Options
  • AFPC K20 Pension Investment Options
  • CF6 Mortgages
  • CF7 Lifetime Mortgages
  • CF8 Long Term Care Insurance
  • Financial Planning Certificate (FPC 1, 2 & 3)

Caroline Hawkesley CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Director

Caroline is one of around 1,000 CERTIFIED FINANCIAL PLANNER Professionals in the UK. She also holds a number of the Advanced Financial Planning Certificates making her a Member of the Personal Finance Society.

With over 15 years’ experience, Caroline first started working in financial services for a large insurance company. From there she moved on to help run a small but very successful IFA.

She then decided to progress her career by joining a well known firm of investment advisers & stockbrokers, working in their financial planning division and reporting directly to the head of financial planning. It was there that she gained the CERTIFIED FINANCIAL PLANNER certification.

Caroline left to have her first child and spent a year at home enjoying motherhood. During that year she studied for a number of professional qualifications, attended technical seminars and read financial planning journals to maintain her professional development. Caroline then had her second child before returning to Evolve where she is now also responsible for client service.

Caroline joined Evolve to be a part of a high quality financial and investment planning business, advising people who are committed to making the most of their money and making the most of life. She is determined to make Evolve one of the UK’s leading fee based Financial and Investment Planning suppliers.

In her spare time Caroline goes to the gym and loves to socialise. She lives in Kent with her partner David and their daughters Isabella and Ruby.

Qualifications

  • CERTIFIED FINANCIAL PLANNER certification
  • Member of the Personal Finance Society
  • Advanced Financial Planning Certificate
  • AFPC G10 Taxation and Trusts
  • AFPC G20 Personal Investment Planning
  • AFPC G60 Pensions
  • AFPC SV1 Savings & Investments
  • CF7 Lifetime Mortgages
  • Financial Planning Certificate (FPC 1, 2 & 3)

Steven Williams CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Director

I enjoy working with people who want to develop a detailed understanding of what is really important, so that they are able to make meaningful financial decisions. I tend to work with business owners, senior executives, families and Trustee bodies.

As a Financial Planner I link what is important and meaningful to clients with their income, expenditure, assets and liabilities, as well as economic assumptions and attitudes to risk and return expectations, to create a financial model or “lifetime plan”. The plan provides a clear vision of the future and shows you what needs to happen in order to achieve objectives and lifetime intentions.

This type of financial planning offers clarity and peace of mind. It also provides a disciplined structure for managing and monitoring financial arrangements, so that plans are kept on track and so that clients can achieve want they truly want from life.

Mutual trust and respect, built up through long term commitment is a vital ingredient and underpins my personal approach to Financial Planning. On a personal level, I live in Old Town Croydon, enjoy playing golf, riding my fixed wheel bike, going to Bikram Hot Yoga and generally trying to enjoy what London life has to offer, be it at the Tate, National, Barbican, Saddler’s Wells and ideally not too far from a glass of bold red, such as Chateau Musar or even a lovely cup of Moroccan Mint Green Tea.

Qualifications

  • Kinder Institute Registered Life Planner
  • CERTIFIED FINANCIAL PLANNERCM Professional
  • Chartered Insurance Institute Diploma in Financial Planning

Stephen Griffiths CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Director

Stephen spent the early part of his working career with major insurance companies and a high street bank. In 1987 he joined an insurance broking firm to establish their financial services arm.  He developed strong client relationships which have been maintained through management buy out and merger.

Since 2003 he has become increasingly involved in providing comprehensive financial planning for clients and taking a holistic approach to financial advice. During this time he obtained CERTFIED FINANCIAL PLANNER certification.

Stephen believes that fee based financial planning offers the best approach for clients in the long term and that Evolve is ideally placed to provide this service due to the firm’s ethos and professional approach and joined Evolve at the start of 2010.

In his spare time Stephen enjoys keeping fit by competing in triathlons; recently completing an Ironman event.

Qualifications

  • CERTIFIED FINANCIAL PLANNER certification
  • Advanced Financial Planning Certificate
  • AFPC G10 Taxation & Trusts
  • AFPC G60 Pensions
  • AFPC K10 Retirement Options
  • AFPC K20 Retirement Options
  • Financial Planning Certificate (CF1, CF3, CF4, FP1, FP2)

Bill Skinner CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Chartered Financial Planner

Bill has over 30 years of experience in the UK financial services industry. He spent the early part of his career working for major insurance companies before becoming a client adviser with a high street bank in 1991.There he specialised in developing client relationships through other professionals such as accountants and solicitors.

Bill is an Associate member of Resolution, the Family Law organisation.

In 1998 he established a financial services department for a firm of Chartered Accountants where he became increasingly involved in providing comprehensive financial planning for clients and taking a holistic approach to financial advice. During this time he obtained the prestigious Chartered Financial Planner title and CERTIFIED FINANCIAL PLANNER certification.

Bill joined Evolve in 2009 in order to expand their range of services in the North West. Bill believes that fee based financial planning offers the best approach for clients in the long term and that Evolve is ideally placed to provide this service due to the firm’s ethos and professional approach.

He is married with two children, lives in Cheshire and is based near Manchester.

Qualifications

  • CERTIFIED FINANCIAL PLANNER certification
  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • Advanced Financial Planning Certificate
  • AFPC G10 Taxation & Trusts
  • AFPC G20 Personal Investment Planning
  • AFPC AF3 Pensions
  • AFPC K10 Retirement Options
  • J04 Pension Funding Options
  • J05 Pension Income Options
  • MAQ Mortgages
  • CF7 Lifetime Mortgages
  • CF9 Pensions Simplification Update
  • Financial Planning Certificate (FPC1,2&3)

Nicola Tait DipPFS, CeFA, CeMAP, CFPCM

CERTIFIED FINANCIAL PLANNERCM Professional
Financial Planner

Nicola is one of around 1,000 CERTIFIED FINANCIAL PLANNER Professionals in the UK.  After graduating from the University of Edinburgh in 1998 with a Masters degree in History of Art, she spent three years working in the art world before joining Accenture as a consultant in the Financial Services practice in 2001.

In 2006, Nicola left to join a start-up boutique mortgage brokerage which introduced her to financial advice and working with private clients.  In 2008, she joined the City based Capital Asset Management as a financial planner to high-net worth clients and moved to Evolve in 2014 to develop her career further and in a more flexible way having moved to the countryside and no longer able to commute to the City on a daily basis. The move to Evolve was an obvious choice not only because Evolve are passionate about financial planning and building long-term client relationships, but because, like her previous firm, Evolve were one of the early adopters of efficient, passive investment strategies.

Nicola aims to be a trustworthy ally to her clients by providing high quality financial and investment advice to help individuals achieve financial independence and make work optional.

Nicola also brings valuable residential mortgage expertise and specialises in placing large loans for clients with complex incomes such as company directors or self-employed partners.

Nicola lives in Wiltshire with her partner and two daughters.  If she has any spare time, she plays tennis and is membership secretary of the small but prestigious village tennis club! Nicola is also a keen horse rider and hopes to get back into polo again soon!

Professional Associations & Qualifications

  • Member of the Institute of Financial Planning
  • Member of Chartered Institute of Insurance
  • Member of the Personal Finance Society
  • Member of the Institute of Financial Services
  • Certified Financial Planner (CFP)
  • CII Level 4 Diploma in Financial Planning (Dip PFS)
  • Certificate for Financial Advisers (CeFA)
  • Certificate for Mortgage Advice and Practice (CeMAP)
  • History of Art MA Hons, University of Edinburgh

Linda Van Meurs CeFA, DipFA

Associate Planner

 

Professional background

I have been working at Evolve since June 2010. I work with a cross section of clients ranging from younger accumulators in their 30s and 40s to those whose working days are optional or behind them and are now enjoying the fruits of their labour.

I have an analytical mind but also love travel and languages. I therefore chose to do an engineering degree at Brunel University with my third year at the ETH in Zurich, Switzerland.  After university, I joined Accenture as a consultant in their Financial Services practice.  Working for Accenture was both varied and challenging but after more than a decade of large IT and change programme deliveries, I realised that I preferred consulting and advising on a more personal and individual level with more tangible and often more immediate outcomes.  In 2009, I therefore decided to retrain and obtain the qualifications and experience required to practise as a Financial Planner.

What I like about my job

I love meeting people and hearing their stories, dreams and aspirations.  I also love looking for ways to improve things / make things work.  My job allows me to do both of these in abundance and seeing the very real positive impact we can help bring about in our clients’ lives as a result gives me a real buzz.

The fact that I get to work alongside a team of talented and like-minded colleagues, many of whom have become friends, makes the job all the more enjoyable still.

Personal background

I was born in the Netherlands and moved to the UK when my dad’s business moved to Norfolk almost three decades ago.  I am married to Phil and have two girls who are currently at primary school.  We live in Sevenoaks, Kent.

Outside of work, I like to spend time with family and friends, travel, camp (occasionally glamp), ski, swim, play tennis, run and participate in other outdoor pursuits.  I’m also (too) easily persuaded to partake in charity challenge events (those that are within my physical capacity).

John Marshall

 

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Contact us

The best way to contact us is to call on 0845 602 7875. A conversation with one of our Financial Life Planners will help you and us decide how our services are likely to be able to help you.