With over 30 years of experience in financial services, Raymond holds a BA(Hons) degree in Banking, Insurance & Risk Management and is a qualified Chartered Financial Planner, a distinction held by only a small percentage of financial professionals. His career began in 1993 after studying at the Royal School of Military Survey, and he has since worked with major financial institutions and regional practices, including a role as Financial Planning Director for a Chartered Accountants firm.
Raymond’s leadership continues to shape the success of evolve wealth, ensuring the firm remains at the forefront of the industry.
raymond@evolvewealth.co.uk
Donna specialises in working with clients who are planning their retirement or already retired, providing clear, straightforward financial advice that helps them navigate the complexities of retirement planning. She takes pride in simplifying difficult concepts, ensuring that clients feel confident and in control of their financial future.
Donna’s approach is all about clarity. She focuses on making sure that her clients receive easy-to-understand advice that is tailored to their specific needs. Whether you’re planning your retirement income, reviewing your investments, or ensuring your wealth is managed in a way that suits your lifestyle, Donna is here to guide you through every decision. Her warm, approachable style means that clients feel comfortable asking questions and fully understanding their options. Donna’s priority is to provide a clear, actionable financial plan, so you can make confident decisions about your future.
donna@evolvewealth.co.uk
Joe specialises in working with business owners who require tailored, complex financial strategies, and retirees who value detailed insights into how their investments will support their aspirations. By utilising cash flow planning and offering clear, actionable advice, Joe ensures his clients feel informed and confident every step of the way.
As the team’s technical expert, Joe leverages his extensive knowledge to simplify complex ideas, creating concise visual guides and summaries that facilitate meaningful conversations. Now working towards Chartered Financial Planner status, he remains committed to providing cutting-edge solutions and meticulous attention to detail, ensuring clients achieve long-term financial success.
joe@evolvewealth.co.uk
As a qualified Paraplanner, Sam plays a vital role in ensuring clients receive personalised, clear, and actionable advice. She works closely with our Financial Planners, conducting in-depth research and preparing comprehensive recommendation reports tailored to each client’s unique goals and circumstances.
Whether she’s untangling complex financial plans or helping to create straightforward recommendations, Sam’s attention to detail and client-focused approach make her an integral part of our team and a trusted resource for achieving financial peace of mind.
sam@evolvewealth.co.uk
Philippa is the driving force behind our operations, ensuring clients receive seamless, efficient service. Whether it’s processing pension contributions for corporate clients or ensuring bespoke, compliant advice for individuals, Philippa’s proactive approach guarantees no detail is overlooked.
Philippa also conducts our internal file checks, ensuring the highest standards of compliance and quality across all client interactions. With her exceptional attention to detail and friendly demeanour, Philippa plays an integral role in delivering outstanding support to both individuals and organisations.
Philippa@evolvewealth.co.ukLacey is primarily focused on Ongoing Planning Reviews, ensuring that clients’ recommendations remain in line with their goals. Her meticulous attention to detail helps keep clients on track to achieve long-term financial success. Recently, she has been working closely with Sam, gaining confidence and expertise in preparing comprehensive recommendations for new clients, further enhancing her contribution to the team.
Despite being relatively new to the team, Lacey’s energy and proactive approach have made her an invaluable asset. She continues to learn and grow, always willing to take on new challenges while ensuring that the service we provide remains exceptional.
Lacey@evolvewealth.co.uk