As Independent Chartered Financial Planners we offer highly qualified, reputable advice, that makes a genuine difference to your life.
We are proud to be the only CII Chartered Financial Planning Firm in North East Lincolnshire. This prestigious designation demonstrates our commitment to upholding the highest standards of professionalism and expertise in the financial planning industry.
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 2023 Annual Client Satisfaction Survey is as follows:
100%
Strongly Agree/Agree
100%
Strongly Agree/Agree
96%
Strongly Agree/Agree
Improvements made based on feedback
I have been involved with Evolve Wealth for nearly 3 years with Ray and Sam advising me on my pension and investments as i enter retirement. To be honest this decision has been a godsend as it has removed all the worry and fear during this time of my life. The help and advice has been excellent and they are always on hand with help and advice when needed, and the icing on the cake has been the exceptional performances of my investments with Evolve during this time. Thank you.
— D Volley 10 February 2022My advisor Ray Kirk makes me feel comfortable and explain in terms I understand all I need to know about my investments. If I have ever rang the office I have always found the staff to be polite and helpful. All these things are important as Ray understands I had a bad experience with another company! Excellent service.
— P. H 03 August 2017I have been with evolve wealth for five years now they have moved three pensions for me the service from Donna Sam and all the staff is second to none nothing is too much trouble I am always advised of changes and updated via the app on a daily basis thanks for all of your help a very happy client would recommend evolve wealth if you value old fashioned service and a warm welcome
— D Darwood 09 February 2022