SMART IDEAS FOR YOUR MONEY

honest, proactive advice with
the highest level of service

We are proud to be the only CII Chartered Financial Planning company in North East Lincolnshire.

As Independent Chartered Financial Planners we offer highly qualified, reputable advice, that makes a genuine difference to your life. This prestigious designation demonstrates our commitment to upholding the highest standards of professionalism and expertise in the financial planning industry.

who we advise

individual clients individual clients

individual clients

We are committed to helping individuals with at least £200,000 in investable assets not only grow their wealth, but also achieve the lifestyle they envision. We offer bespoke financial planning advice and comprehensive services that are tailored to the unique needs and goals of each of our clients. Whether you’re looking to protect your assets, plan for the future, or make informed decisions about your financial path, we have the knowledge and expertise to help you succeed.

Wealth Management, Pension & Retirement Planning, Investment Advice, Tax Reduction, IHT & Estate Planning, Personal Protection

business owner clients business owner clients

business owner clients

We specialise in providing financial planning services for business owners. Whether you’re looking to protect your assets or reduce your corporation tax burden, we have the knowledge and expertise to help you succeed.

Our approach is tailored to the unique needs and goals of each of our clients, and we stay up-to-date on the latest industry developments to provide the best possible advice.

Wealth Management, Pension & Retirement Planning, Tax Efficient Investing, Investment Advice, IHT & Estate Planning, Business Protection

what our clients think

In order to keep us on the right track and ensure we continue to provide an excellent service, we now send an annual survey to our clients. In addition to some multiple choice questions, we also give the opportunity to put feedback into their own words through free text boxes. The outcome of the 2024 Annual Client Satisfaction Survey is as follows:

value

That our services provide
value for money.

services

They are satisfied with the services received from evolve wealth.

communications

Our communication & advice is easy to understand & clearly explained.

Improvements made based on feedback – 2024

In our recent survey, we asked clients for suggestions on how we could improve our services. Based on your feedback, we have made the following changes:

We have introduced WhatsApp as a new way to contact us, making it easier and more convenient for you to reach out.

We are also now offering more detailed investment reports to all of our clients to provide better insights and support for your decisions.

Thank you for your feedback!

evolve wealth
5.0
Based on 29 reviews
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review us on
jojo W.
21:08 14 Mar 25
Donna and the rest of the team at evolve wealth are very professional and knowledgable . Donna has helped me to understand my investments more and nothing is to much trouble . Would highly recommend Donna and the team it’s 5 star service .
Gary S.
14:49 12 Mar 25
We have found the whole Evolve Team professional in the services that they have provided us. They have made recommendations that make sense and right for ourselves explaining the rationale so that we fully understand. We do ask many questions and answered all thoroughly & logically.They always have done what they say that they are going to do and keep us informed at all times.Are always willing to help when asked for advice and include support and delivery of extras such as wills, LPAs etc as part of the service.I would recommend the Evolve Team.
Matthew B.
14:36 04 Feb 25
Not having a lot of understanding of pensions i was advised to contact Evolve Wealth by two work colleagues that were more experienced in pensions than me. I'm pleased i did, after the first meeting we came away feeling confident that Evolve Wealth would make my pension grow larger and faster than my work pension and also allowing me and my wife to retire two years earlier than expected. Donna and Lacey where very professional and knowledgeable and easy to talk to, every question i asked them was answered in simple layman's terms that put me at ease that we was doing the right thing. They also offered advice on our other financial matters which helped enormously . They've kept us well informed and updated on all matters regarding my pension and finances and nothing is to much to ask.Matt and Sam booth
Jim M.
19:51 30 Jan 25
My experience with Evolve Wealth has been liberating, all my investments are now in one place, the transfer of my finances from another provider was made easy and with a high level of professionalism shown throughout.The process from initial discovery, strategy and implementation was smooth, well managed and well communicated via the PFP app and email.The staff and support they give is just exceptional, nothing is to much for them. I would highly recommend this company to anybody.
Steve K.
17:06 28 Jan 25
Very professional and friendly. Made the restructuring of our pensions and investments slick and trouble free.Wouldn't hesitate to recommend Sam and Joe!
Tony A.
11:55 19 Nov 24
Highly recommend Evolve Wealth. Set up my pension switch to a more suitable fund which was tailored to my expectations and targets. Cannot thank Joe and Sam enough for all the work and professionalism.

get in touch Mobile Mobile

contact our advisers for help with your finances, call or WhatsApp us on: 01472 362899

our address

13 Wellowgate
Grimsby
North East Lincolnshire
DN32 0RA

contact us

call us – 01472 362 899
whats app – 01472 362 899
e-mail – info@evolvewealth.co.uk

evolve wealth
5.0
Based on 29 reviews
powered by Google
review us on

evolve wealth ltd is Authorised & Regulated by the Financial Conduct Authority. evolve wealth is entered on the Financial Services Register register.fca.org.uk under reference 529665. Registered Office | 13 Wellowgate Grimsby North East Lincolnshire DN32 0RA | Registered in England no: 07327797. © 2025 evolve wealth. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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