Raymond originally studied at the Royal School of Military Survey where he qualified as an Air Survey Technician before being stationed in Germany. On his return to the UK in 1993, Raymond began his career in the financial planning profession with United Friendly Assurance before joining a regional practice of Chartered Accountants where he progressed to become the Financial Planning Director. Qualified at the highest level as a Chartered Financial Planner, Raymond also holds a BA(Hons) degree in Banking, Insurance & Risk Management together with numerous other specialist pension and investment papers.
Raymond is one of approximately 34,000 members of the Personal Finance Society, the professional body for financial advice, promoting the highest standard of professionalism, knowledge, client service and ethical practice. A past Chairman of both Grimsby 70 and Area 30 (Lincolnshire) Roundtable, Raymond takes an active roll in the local and wider community.
raymond@evolvewealth.co.ukDonna joined the evolve wealth team in January 2016 as a Financial Administrator and quickly progressed to a senior role before achieving Financial Planner status in February 2018. Qualified at the highest level as a Chartered Financial Planner, Donna also holds other specialist qualifications and is a Fellow of the Personal Finance Society, the professional body for financial advice, promoting the highest standard of professionalism, knowledge, client service and ethical practice.
She now keeps the wheels turning at evolve wealth, making sure everything runs smoothly and our clients' interests are at the forefront. With her warm and dedicated approach, she takes charge of day-to-day operations, ensuring seamless client experiences. From nurturing client relationships to implementing strategic initiatives, Donna's role encompasses a variety of tasks that contribute to the success and happiness of our valued clients.
donna@evolvewealth.co.ukUpon completing his apprenticeship and earning his Certificate in Financial Services, Joe focused on obtaining his Diploma in Regulated Financial Planning. He is now working towards his goal of becoming a Chartered Financial Planner by continuing to advanced studies in the field.
With his fresh perspective and a wealth of knowledge gained from recent exams, Joe brings many innovative ideas to our team. As our go-to expert for the technical aspects of financial planning, he combines his expertise with a passion for staying up-to-date with the latest trends. Joe's invaluable contributions ensure that our clients receive meticulous attention to detail and cutting-edge solutions, making him an integral part of our dedicated team.
joe@evolvewealth.co.ukIn December 2016, Sam became a part of the evolve wealth team, bringing her expertise and passion for financial services to our organisation. She wasted no time in her pursuit of professional growth, and it wasn't long before she achieved her Certificate in Financial Services. In 2022, she reached a significant milestone by attaining her Level 4 Certificate in Paraplanning, cementing her position as a qualified Paraplanner. In August 2023, she proudly added the Diploma in Regulated Financial Planning to her list of achievements, further demonstrating her dedication to help provide great advice to our clients.
Sam provides invaluable support to our Financial Planners by assisting in conducting comprehensive research on our new clients' financial plans and preparing recommendation reports. Sam's dedication and thoroughness ensures that our clients receive personalised and easy to understand advice, making her an essential member of our team.
sam@evolvewealth.co.ukHaving relocated to Cleethorpes with her family, Philippa joined the team as a Financial Administrator in May 2021 and has since achieved her Certificate in Financial Services and is currently working towards her Diploma in Regulated Financial Planning.
Philippa is the driving force behind our operations, ensuring prompt action on client requests and providing essential support. With her proactive approach, she handles everything from processing pension contributions for our corporate clients to assisting with Lasting Powers of Attorney for our individual clients. Philippa's friendly demeanour and superb attention to detail play a vital role in delivering top-notch service to both individuals and organisations.
Philippa@evolvewealth.co.ukLacey joined our team in mid-2023, bringing a wealth of experience and enthusiasm, and quickly achieved her Certificate in Financial Services. Eager to expand her skill set, she is currently working towards achieving a certificate in Paraplanning.
Lacey has brought a fresh burst of energy to our team as our newest member. Despite being with us for a short time, she has quickly become an invaluable contributor and even taught us a thing or two along the way. Lacey dives right in, taking charge of completing Ongoing Planning Reviews for our clients. With her meticulous approach, she ensures our recommendations remain perfectly suited to our clients' needs and keeps them on track to achieve their financial goals. Lacey's dedication and expertise make her a true asset to our commitment to providing exceptional service.
Lacey@evolvewealth.co.uk