Face to Face Financial Advice

Investments, Pensions & Retirement advice in
Grimsby, Cleethorpes & surrounding areas

Who We Advise

Individuals Individuals

Individuals

We typically work with individuals and families who want to feel more confident about their finances, particularly those who have built up £200,000 or more in pensions, savings or investments.

Whether you are preparing for retirement, growing your investments or simply want clarity about the future, we will guide you with clear advice and a full financial plan tailored to your goals.

Our advice looks at your full financial picture. That includes savings, pensions, investments, property, income, and more. The aim is to protect what you have, help you make informed decisions and build the life you want.

read more about how we help our individual clients

Business Owners Business Owners

Business Owners

We support business owners who want to make smarter financial decisions for both their company and their personal future.

Whether you are planning an exit, managing tax or looking to get more from the money you earn, we help you build a joined-up strategy that connects all areas of your financial life.

This includes business assets, pensions, property, protection and personal wealth. We make sure nothing is missed and every decision supports your long-term goals.

read more about how we support business owners

We are proud to be the only CII Chartered Financial Planning Firm based in Grimsby, North East Lincolnshire.

Being Chartered and Independent means we take our responsibility seriously. We’re properly qualified, free to act in your best interests, and focused on doing things the right way. Whether it’s pensions, investments or retirement planning, our role is to give you clear advice and help you feel confident about your future.

What Our Clients Think

Each year we ask every client how we are doing, not just to collect stats, but to keep improving the service we give.

We do this through our Annual Client Satisfaction Survey, which includes multiple choice questions and open text feedback. Here is what clients said in our latest 2025 survey:

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 – 2025

Here are two real improvements we made in 2025 based on what our clients asked for:

  • We now offer decaffeinated coffee and tea, along with a wider range of options.
  • Our boardroom chairs have been made easier to move, after some clients found them too heavy.

A few of you (jokingly) suggested increasing the height of our back door. Unfortunately, because of our building’s listed status, we are unable to make that change, but we added a warning in our meeting confirmations!

Your responses showed a high level of satisfaction with our services, which makes us extremely proud and grateful to have such kind and supportive clients.

Thank you to every client who took part.

Want to hear directly from the people we work with?

Watch a few short videos to see how our advice has helped clients feel more secure, more confident and more in control.

evolve wealth
5.0
Based on 43 reviews
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Paul I. profile picturePaul I.
16:13 27 Nov 25
Very pleased with the service that all the staff at Evolve Wealth provide. Thank you to Joe and Lacey who usually deal with our account, always friendly, helpful and very informative and explain everything thoroughly.
Louise A. profile pictureLouise A.
18:52 24 Nov 25
We contacted Evolve Wealth after recommendations from my husbands work colleagues.
From start to finish Donna and Sam have worked hard to help us with our pension and finances and securing our future with updating our wills and putting things in place for our children. They have been very kind and listened to our issues and knowing they have our back in finding us the best package is very reassuring.
We would highly recommend their services, as it is a huge relieve to know someone is looking after your future and cares.
stephen L. profile picturestephen L.
16:58 19 Nov 25
Working Joe ,Sam Lacey and the team at Evolve wealth has been an eye opening experience in a field that requires an incredible depth of knowledge and understanding .The guidance given relating to pension and investment consolidation has realised unprecedented growth far beyond any expectations, this can be accessed anytime with the amazing App portal .The team are always open to contact through various platforms and answer any questions immediately making the whole experience very comfortable .
Also the Evolve Team has guided me into future planning regarding wills and powers of attorneys thus tying up any loose ends that many people disregard.
Evolve wealth i must thank you for everything you have done and i would advise anyone in need of financial guidance look no further than this team .

Many thanks

Steve and Sharon
Martin A. profile pictureMartin A.
18:00 17 Nov 25
Left evolve wealth actually quite depressed! I realised I had been with the wrong pension ‘house’ far too long!! Totally professional, superb advise and help. What a relief to find this level of service. Brilliant!
Martin Appleton
Philippa T. profile picturePhilippa T.
15:06 13 Nov 25
We have recently reviewed our investments and wills to better plan for our retirement. Joe and Sam have been superb in their guidence. Its lovely to deal face to face with friendly, knowledgeable people who tailor their advice to your individual circumstances. We feel our future needs have been understood and are now being met and would wholly recommend the services that Evolve Wealth offer.
LEE profile pictureLEE
17:33 25 Sep 25
Evolve Wealth has been amazing to work with! The team is super helpful, professional, and really takes the time to explain everything in a way that makes sense. I feel much more confident about my finances and future since working with them I Very Highly recommend them many thanks to Donna and Lacey for going the xtra mile on other things I threw at them.
Mark H. profile pictureMark H.
17:56 17 Sep 25
Wow... If you are looking for a company to take care of your finances I recommend you talk to Evolve Wealth. They've made every step clear, easy to understand AND given us great results. From the in person meetings to an easy to use portal, everything has exceeded our expectations. Well done Joe and Lacey!
John W. profile pictureJohn W.
09:57 13 Aug 25
I have been with Evolve Wealth since the beginning of the year for pension and investment advice and can recommend their excellent service,
Rob W. profile pictureRob W.
19:01 09 Aug 25
Working with Joe, Sam and team has been a fantastic experience - especially given our limited financial knowledge. They’ve exceeded our expectations in terms of tax efficiencies and investment growth - in as little as one year. Their expertise and personalized (and very friendly!) approach have made a significant difference in our financial strategy, which will help us to achieve (and possibly surpass) our future goals. Would highly recommend for anyone looking to optimize their finances!
jojo W. profile picturejojo 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. profile pictureGary 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. profile pictureMatthew 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. profile pictureJim 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. profile pictureSteve 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. profile pictureTony 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.
Simon B. profile pictureSimon B.
09:59 11 Jul 24
I have been receiving pension advice from Donna and the team at Evolve Wealth for the past 4 years and I couldn't be happier with the service they have provided. They always communicate promptly and with a personal touch that is reassuring, the Evolve Wealth Personal Financial Portal is well laid out and an extremely useful tool to track your future financial plans. Overall, I highly recommend the services that Evolve Wealth provide to me.

Ready to take the next step?

Whether you have a quick question or want to explore how we can help, just get in touch.
Call us or message on WhatsApp, whichever suits you best.

01472 362899