What our clients say

We are very proud that many of our new clients are referred to us by existing clients or professional connections. We thought that it would be important to share some of the positive feedback we have received with you.

If you would like to speak to one of our clients before deciding to appoint Evolve as your professional financial planner, please let us know and we will arrange this for you.

Value add and professionalism

Evolve offer so much more than your average IFA, and it is the long term vision of how they help clients that is the real “value add” they offer over their industry peers. I have been extremely impressed by the service provided by Evolve. They have been extremely professional and pleasant to deal with, so it is easy to recommend them to friends and colleagues. John Madew, Austrade

Access and cost savings

Since becoming an Evolve client I have confidence that the guidance I receive is entirely for my benefit, not the benefit of a bank, insurance company or adviser. With Evolve I can pick up the phone anytime and know that I will be speaking to some of the most qualified and professional Financial Planners available. In the last year alone, Evolve have saved me thousands of pounds in unnecessary investment management fees and commissions. I can honestly say that the service I receive from Evolve is of the highest standard. In law, we stand by our integrity and with Evolve I know that they too share this commitment. Nigel Baker Q.C.

Transparency and impartiality

We are delighted with our experience of Evolve. They invested a great deal of time upfront really understanding our lifestyle, our concerns and our aspirations, so that they could provide in depth advice as to how our finances could work to match these. They then worked hard on the information and presented their recommendations in a clear, graphical form that took the mystique out of the proceedings. The service has been transparent with charges clearly stated and their advice is impartial, as any commission they receive is netted off our bill. Already, they have advised us on pensions, investments, tax and mortgages and we expect to continue to use them for many years to come.Caitlin & John Kennedy – Commercial Manager at The Prince’s Trust & Commercial Director, Green & Black’s Ltd.

Client focus

In my experience Evolve's client care is second to none and I have always found them to be helpful, courteous and efficient. I have absolutely no hesitation in recommending them. Mrs Field - Retired

Eductation and coaching

Evolve approach the financial planning process proactively, whilst also educating and coaching us about money. For the last few years I had been advised by a large bank, yet within just a few months, because of their approach, Evolve already have a deeper knowledge and understanding of myself and my family. Evolve have also encouraged me to read around various subjects and conduct my own research etc....It is an approach I like and I value. At the end of the day it is all money with different ways of spending, investing and saving it. To have someone be able to look at the 'whole of wealth' picture is to me a valuable thing to be doing. It was essential to look at the whole of our wealth more strategically and this change has already had an important and positive effect on our family life as a whole. Clare Hanbury-Leu - Consultant

Time savings

I have found it very useful to get a second opinion on the benefits I have through work. In particular, Evolve have taken the time to read up about my company pension scheme which was a job I had been putting off! I now feel much more confident that I am making the most of what is on offer through my employer. Anna Fleming - Solicitor

Qualifications

I take great comfort from working with one of the best qualified advisers in the UK. In addition, because we have a fee paying relationship I know all of the advice is for my benefit not theirs. Claire Eldred - Product Communications Director

Commission rebates

As Evolve operate on a fee basis, if a transaction pays a commission it is offset against their fees. I recently received a rebate of £810 due to excess commission, which was very welcome indeed. Mikael Busch - Investment Banker