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 and his children who also works within the practice. A current member and 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.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
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)

Client Services 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
Alex Mayne

Alex Mayne

Deputy Compliance Officer
Coming Soon

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alex@evolvewealth.co.uk
Donna Moore

Donna Moore

Senior Financial Administrator
Donna started her career in banking in 2007 spending 7 years advising the clients of a high street banking institution. In that time she gained qualifications in mortgage advice and later banking and financial administration & planning. Donna spent the last 2 years with the institution providing protection advice to clients. She then dedicated her time to achieving her diploma in financial advice.

Donna joined the evolve wealth team in January 2016 as a Financial Administrator and quickly gained promotion to Senior Financial Administrator.

Donna lives in Grimsby with her husband, son and cocker spaniel and enjoys nothing more than spending quality time with her family.

donna@evolvewealth.co.uk
Joe Kirk

Joe Kirk

Financial Administrator
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 achieve his goal of becoming a Chartered Financial Planner.

joe@evolvewealth.co.uk
Luke Kirk

Luke Kirk

Financial Administrator (Apprentice)
Coming Soon

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luke@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.