Archive of: pensions

Removed all the worry

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.

  • 10 Feb 22

A very happy client

I 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

  • 09 Feb 22

Brilliant communication

Brilliant communication throughout the whole setup process

  • 04 Dec 21

Giving Back Confidence

As someone who is new to technology Evolve wealth went above and beyond in guiding me through the process and so making it easier for me to transfer any paper work and money. After having a bad experience with another investor some years ago Ray and his team have helped and guided me, thus giving me back my confidence and have been more than happy and remained with them for several years now. Thank you Ray & team.

  • 11 Nov 21

Friendly & Easy to Understand

I was impressed on entering the offices for the first time by the friendliness of staff. I was then introduced to Donna Moore my adviser who explained the whole process in easy to follow + understand details and went over details again until I was happy and fully understood the whole process. The whole atmosphere was relaxed and I and my friend who was taking notes for me (following health issues) felt at ease.

  • 18 Jun 20

Professional

After being presented with the stressful task of making the most of my private pension, your company was recommended to myself by a work colleague. evolve wealth sorted my pension for me with professionalism and ease. Thank you.

  • 16 Feb 19

Informative Process

From the onset of my first query about what option I had for my pension fund, I have been supported and listened to, I was supported and informed throughout the process. Huge thank you.

  • 11 Dec 17

Professional & Reassuring

The process of transferring my pension was conducted in an extremely professional manner, with a friendly advisor who put me at ease with the whole transaction. I would thoroughly recommend evolve wealth to my friends and colleagues for a similar transaction.

  • 15 Feb 17

Professional & Supportive

I was guided through the process of changing my pension provider and received a professional service. All my requests were discussed and actions agreed. The end result was made very clear and I felt confident with the advisor and the evolve team who supported me 100% of the way.

  • 12 Nov 16