We're passionate, ambitious & committed

Our clients are at the heart of our business

“We take great pride in the fact that many of our clients were recommended to us by our existing clients.”

Raymond Kirk, Founder

Why choose us

As holders of Chartered status, the ultimate symbol of trust and professional standing, you can be confident that you are dealing with one of the Regions leading firms, wholly committed to providing you with the best possible advice, service and support.

What drives us

Our core desire is to deliver truly innovative solutions, through the highest possible standard of advice, that create real value and make a genuine difference to our clients. Clients are at the heart of our business.

Our Philosophy

Our service is about creating a protection and wealth accumulation plan that is right for you. We aim to provide all clients with clear financial direction and provide each and every client with the very best financial advice.

We’re a select team of financial professionals, with a wealth of experience & knowledge, dedicated to achieving your financial goals

Raymond Kirk - Chartered Financial Planner, Managing Director

Raymond Kirk BA(Hons) FPFS

Chartered Financial Planner, Managing Director
Founder of evolve wealth, the regions first directly authorised practice of Chartered Financial Planners, dedicated to professional independent advice.

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.

Raymond lives in Cleethorpes with his wife Jane who also works within the practice and his children who currently plan to join the firm in the future. A member and Past Chairman of Grimsby 70 Roundtable, Raymond takes an active roll in the local and wider community.

raymond@evolvewealth.co.uk
Fellow of PFS

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 & ethical practice.

Qualifications Held

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.


Dawn Jones - Chartered Financial Planner

Dawn Jones ACIB FPFS

Chartered Financial Planner, Director
Qualified as an Associate of the Chartered Institute of Bankers in 1991, and also holds the Chartered Insurance Institute Diploma in Financial Planning.

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

dawn@evolvewealth.co.uk
Jane Kirk Director

Jane Kirk BA(Hons)

Director
Jane has extensive experience in client advocacy in both the public and private sector at senior levels.

In her current position at evolve wealth she dedicates her time to ensuring the smooth running of the practice and ensuring our service exceeds our passion for excellence.

In her spare time Jane is a keen gardener and also devotes her time to her children and numerous pets.

jane@evolvewealth.co.uk
Sarah Turner - Financial Planner

Sarah Turner

Para Planner
With extensive experience in financial services as an adviser and now specialising in compliance reviews and auditing of high net worth reviews of pension and investment sales as part of past and current business reviews for corporate clients.

Having extensive knowledge of practices and procedures in both bank assurance and the IFA world coupled with expert knowledge in these product areas to provide a thorough review of suitability of sales in line with FCA and FOS guidelines.

sarah@evolvewealth.co.uk
Ross Raworth BA(Hons)

Ross Raworth

Trainee Paraplanner
Ross came into the world of financial services after completing his Accounting and Finance degree at Leeds Beckett University and joined the firm in early 2015.

Currently studying additional professional qualifications, which are the first of many on the journey to achieving his ultimate aim of becoming a Chartered Financial Planner.

Ross is a season ticket holder with Grimsby Town FC and is optimistic of league football returning to Blundell Park. His other main passion is golfing, and he is determined to get his handicap down in the near future. He also enjoys long walks around the wolds with his dog Buster.

ross@evolvewealth.co.uk
Joe Kirk

Joe Kirk

Financial Administrator (Apprentice)
Joe joined the team as an apprentice in 2014 after completing a finance qualifaction at college.

He has recently achieved the 'Award in Financial Administration' qualification and has now begun further advanced study to achieved his goal of becoming a Chartered Financial Planner.

joe@evolvewealth.co.uk

Join our vibrant professional team

We offer like minded professionals the opportunity to develop & enhance their careers and often move ahead more rapidly than other companies. Ongoing training & mentoring provide exciting & personally satisfying careers.