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Our services

Our services

At Evolve we offer a range of services for private individuals, employers and trusts, as well as for other professional firms such as solicitors and accountants. Our core offering is a comprehensive financial life planning service for private individuals who are serious about their money and who are, or aspire to be financially independent. Further information about this service can be found in the menu bar to the left.  

Trusts and charities can benefit from investment advice and planning that is specifically designed to help trustees meet their investment objectives cost effectively and demonstrate their adherence to the Trustee Investment Act 2000. We work with employers to develop benefit programmes and ensure their employees fully appreciate the benefits on offer, whilst working with employess to create their own financial life plans.

We also work closely with firms of solicitors and accountants by providing advice to their clients on a wide range of matters including pension sharing on divorce, the investment of probate proceeds and trustee investment.

As we are a completely independent business, all of our clients can be sure of impartial, unbiased and unrestricted advice from extremely well qualified advisers.


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