Joe Kirk APFS

Chartered Financial Planner

Joe joined evolve wealth in 2014 as an apprentice and has developed into a specialist in complex financial planning, particularly for business owners and retirees in Grimsby.

With a strong technical focus, Joe simplifies complex financial concepts and delivers clear, practical advice. He uses cash flow planning and personalised guidance to help clients gain confidence and clarity about their financial future.

Joe works closely with business owners, helping them navigate the financial challenges and opportunities of running a business while planning for a secure retirement.

Locally based, Joe has built strong relationships with clients, supporting them with tailored strategies and ongoing advice.

Watch Jim and Kirsten’s story to see how Joe has helped clients plan with confidence

joe@evolvewealth.co.uk

Donna Moore FPFS

Chartered Financial Planner

Donna joined evolve wealth in 2016, bringing extensive financial planning experience to clients across Grimsby and the surrounding areas. Before joining evolve wealth, she spent many years in banking and insurance, giving her almost two decades of experience in financial services.

We are very proud to say that Donna is the only female Chartered Independent Financial Planner based in Grimsby. She specialises in retirement planning and pensions. With a warm and approachable style, she simplifies complex financial decisions, helping clients confidently answer important questions like “Can I afford to retire?” and “How can I make the most of my pension?”.

Donna has helped many clients locally achieve peace of mind about their retirement plans.

Watch Tim’s story and hear how Donna helped him feel confident about his future

donna@evolvewealth.co.uk

Samantha Kilday DipPFS

Paraplanner

Sam has been part of the evolve wealth team since 2016, bringing international experience from her time in Malta.

As a qualified Paraplanner, Sam works closely with our existing clients as part of the client servicing team. She helps prepare for annual planning reviews, carries out detailed research and ensures clients’ financial plans continue to reflect their circumstances and long term goals.

Sam’s client focused approach and genuine care for our clients help make sure they continue to feel supported throughout their journey with evolve wealth.

sam@evolvewealth.co.uk

Lacey Burgess CertPFS (Paraplanning)

Paraplanner

Lacey joined evolve wealth in 2023 and quickly became a key part of the team.

Working closely with our new clients, Lacey spends much of her time preparing reports and presentations, helping to make the complicated simple and the confusing straightforward.

She has a strong eye for detail and takes a proactive, client focused approach to her work, helping to ensure every recommendation is clear, accurate and built around each client’s long term goals.

lacey@evolvewealth.co.uk

Amelia Claxton BA (Hons)

Financial Administrator

Amelia joined the team in June 2025 after completing a first-class degree in Business and Finance at the University of Lincoln.

As part of our client servicing team, Amelia provides administrative support to ensure our clients receive a smooth, efficient and consistent service. With a strong academic background in personal financial planning and financial management, she brings excellent attention to detail and a thorough approach to her role.

amelia@evolvewealth.co.uk

Philippa Davis DipPFS

Compliance & Internal Support Officer

Philippa joined our team in 2021, bringing a background in commodities broking and a sharp eye for detail.

She ensures seamless client service, from processing pension contributions to maintaining the highest compliance standards. With a proactive approach and meticulous attention to detail, Philippa plays a key role in delivering efficient, high-quality support.

philippa@evolvewealth.co.uk

Dylan Ryal BSc (Hons)

Financial Administrator

Dylan joined the team in 2026, bringing experience in pension administration alongside a strong academic background in Mathematics and Computer Science.

As part of our client servicing team, Dylan provides administrative support to help ensure our clients receive a smooth, efficient and consistent service. He takes a methodical and detail-focused approach to his work, with a particular enjoyment of working with complex information and finding practical solutions.

dylan@evolvewealth.co.uk

Hebe Watts

Client Onboarding Administrator

Hebe joined evolve wealth in 2026, bringing several years of experience in financial administration.

Working closely with Lacey, Hebe supports our new clients through the onboarding process, helping to make sure everything runs smoothly and that they feel supported from the very beginning.

hebe@evolvewealth.co.uk

Raymond Kirk BA(Hons) FPFS

Chairman

Raymond founded evolve wealth and now serves as Chairman, guiding the firm’s long-term vision and commitment to independent, face-to-face financial planning.

With over 30 years in financial planning, Raymond has truly seen it all. Through dedication and continuous professional development, he earned Chartered Financial Planner status and has helped hundreds of clients with retirement planning, investments, pensions and business protection. While he no longer provides day-to-day advice, he remains focused on ensuring evolve wealth maintains its high standards of client service and expert guidance.

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