Who is it for?

The Evolve Investment Service is suitable for a wide range of people including anyone with:

• Over £50,000 of investments or over £50,000 to invest
• A smaller amount to invest but willing to save £400 p/m or more

And who wants:

• To reduce the cost of investment
• A positive result with minimal effort on their part
• To deal with human beings not call centres
• Access to someone to help them organise their finances
• A service to take the stress of managing their investments away from them
• To understand whether the investments they currently have are good value
• A long-term relationship with a firm they can trust
• To read the sports and travel pages of the weekend papers, not the money section

And who understands that:

There is no such thing as a free lunch
• They will still need to commit some time and effort to the process - we are not magicians!
• Good advice needs to be paid for
• Qualifications demonstrate professionalism

It is NOT for people who:

• Want to invest in the latest fad or gimmick
• Want advice on their wider financial plan included in the cost of their investments

The Evolve Investment Service is only available where one of our preferred investment administrators is used to securely hold your investments for you.