Real Stories – Real Results

Our clients come from all walks of life, business owners, retirees, couples planning for the future, but they all want the same thing: clarity, confidence, and a plan that works.

Here’s how we helped them find it.

Jim & Kirsten’s Story

After feeling overlooked and unsupported by their previous adviser, Jim & Kirsten were hesitant to make a change until they called us.

“We can buy and achieve anything we want because we’ve got that financial security.”

Today, they have a clear plan, regular income, and the confidence to enjoy retirement on their terms.

Tim’s Story

Tim wasn’t sure what his pensions were worth or how best to draw from them, but he knew one thing: he didn’t want to get it wrong.

“Now I understand what I’ve got, how to use it, and how to make it work for me. It was a big weight off my shoulders to finally understand it.”

He’s still working, but knows exactly where he stands, what his options are, and how to make the most of them when the time comes.

Jon’s Story

Jon had no major concerns about his finances. On the surface, everything looked fine. But when he took a deeper look with us, he realised things could be better, much better.

“It was solving a problem I didn’t know I had. And somehow, it was actually fun.”

Without changing everything, Jon now feels ready to move forward with confidence and a stronger sense of direction.

David’s Story

David had always been careful with money, almost too careful. Seeing his investments grow gave him a pleasant surprise. Talking it through with us gave him something more: permission to enjoy it.

“It gives someone like me the confidence to spend a bit of money and just enjoy my retirement.”

Now, he’s living life more fully, with a plan that supports his lifestyle and the legacy he wants to leave behind.

Gareth and Claire B

13:40 31 Jan 26

A big thank you from Donna, Lacey and the Evolve team. They have all done an incredible job of explaining and giving us confidence going forward with our finances and pensions.

I highly recommend anyone to use Evolve Wealth.

Steve A.

10:56 18 Jan 26

Having not much of an idea regarding pensions, and after talking to work mates who were clients of Evolve Wealth, my wife and I booked an appointment with Donna, though we were still very dubious and wary.

Any doubts we had were soon put to rest after talking to Donna and Sam, who explained and answered every question we put to them, in a polite, friendly and understandable manner.

During the process, I also found that I was going to be made redundant, obviously a big worry. After having a meeting with Donna and Sam, they had as couple of plans in place that not only took the worry away, but also enabled me to retire early.

Communication is fantastic with quick responses and Donna and Sam are so easy to talk to.

Cannot recommend them highly enough.

We are so pleased we took the decision to go with Evolve, as we now have a clear plan on our financial future, knowing my pension is being well looked after.

Many thanks to Donna, Sam and all the team at Evolve Wealth.

Steve and Rach

Lee C.

17:35 01 Dec 25

I have nothing but positive praise for Evolve wealth, Donna and Sam provide a very comprehensive and professional service, they are super efficient and nothing is ever a problem. Every step of the process is explained well, in detail and understandable. I highly recommend their services.

Paul I.

16:13 27 Nov 25

Very pleased with the service that all the staff at Evolve Wealth provide. Thank you to Joe and Lacey who usually deal with our account, always friendly, helpful and very informative and explain everything thoroughly.

Louise A.

18:52 24 Nov 25

We contacted Evolve Wealth after recommendations from my husbands work colleagues.
From start to finish Donna and Sam have worked hard to help us with our pension and finances and securing our future with updating our wills and putting things in place for our children. They have been very kind and listened to our issues and knowing they have our back in finding us the best package is very reassuring.
We would highly recommend their services, as it is a huge relieve to know someone is looking after your future and cares.

stephen L.

16:58 19 Nov 25

Working Joe ,Sam Lacey and the team at Evolve wealth has been an eye opening experience in a field that requires an incredible depth of knowledge and understanding .The guidance given relating to pension and investment consolidation has realised unprecedented growth far beyond any expectations, this can be accessed anytime with the amazing App portal .The team are always open to contact through various platforms and answer any questions immediately making the whole experience very comfortable .
Also the Evolve Team has guided me into future planning regarding wills and powers of attorneys thus tying up any loose ends that many people disregard.
Evolve wealth i must thank you for everything you have done and i would advise anyone in need of financial guidance look no further than this team .

Many thanks

Steve and Sharon

Martin A.

18:00 17 Nov 25

Left evolve wealth actually quite depressed! I realised I had been with the wrong pension ‘house’ far too long!! Totally professional, superb advise and help. What a relief to find this level of service. Brilliant!
Martin Appleton

Philippa T.

15:06 13 Nov 25

We have recently reviewed our investments and wills to better plan for our retirement. Joe and Sam have been superb in their guidence. Its lovely to deal face to face with friendly, knowledgeable people who tailor their advice to your individual circumstances. We feel our future needs have been understood and are now being met and would wholly recommend the services that Evolve Wealth offer.

LEE

17:33 25 Sep 25

Evolve Wealth has been amazing to work with! The team is super helpful, professional, and really takes the time to explain everything in a way that makes sense. I feel much more confident about my finances and future since working with them I Very Highly recommend them many thanks to Donna and Lacey for going the xtra mile on other things I threw at them.

Mark H.

17:56 17 Sep 25

Wow... If you are looking for a company to take care of your finances I recommend you talk to Evolve Wealth. They've made every step clear, easy to understand AND given us great results. From the in person meetings to an easy to use portal, everything has exceeded our expectations. Well done Joe and Lacey!

John W.

09:57 13 Aug 25

I have been with Evolve Wealth since the beginning of the year for pension and investment advice and can recommend their excellent service,

Rob W.

19:01 09 Aug 25

Working with Joe, Sam and team has been a fantastic experience - especially given our limited financial knowledge. They’ve exceeded our expectations in terms of tax efficiencies and investment growth - in as little as one year. Their expertise and personalized (and very friendly!) approach have made a significant difference in our financial strategy, which will help us to achieve (and possibly surpass) our future goals. Would highly recommend for anyone looking to optimize their finances!

jojo W.

21:08 14 Mar 25

Donna and the rest of the team at evolve wealth are very professional and knowledgable . Donna has helped me to understand my investments more and nothing is to much trouble . Would highly recommend Donna and the team it’s 5 star service .

Gary S.

14:49 12 Mar 25

We have found the whole Evolve Team professional in the services that they have provided us. They have made recommendations that make sense and right for ourselves explaining the rationale so that we fully understand. We do ask many questions and answered all thoroughly & logically.
They always have done what they say that they are going to do and keep us informed at all times.
Are always willing to help when asked for advice and include support and delivery of extras such as wills, LPAs etc as part of the service.
I would recommend the Evolve Team.

Matthew B.

14:36 04 Feb 25

Not having a lot of understanding of pensions i was advised to contact Evolve Wealth by two work colleagues that were more experienced in pensions than me. I'm pleased i did, after the first meeting we came away feeling confident that Evolve Wealth would make my pension grow larger and faster than my work pension and also allowing me and my wife to retire two years earlier than expected. Donna and Lacey where very professional and knowledgeable and easy to talk to, every question i asked them was answered in simple layman's terms that put me at ease that we was doing the right thing. They also offered advice on our other financial matters which helped enormously . They've kept us well informed and updated on all matters regarding my pension and finances and nothing is to much to ask.
Matt and Sam booth

Jim M.

19:51 30 Jan 25

My experience with Evolve Wealth has been liberating, all my investments are now in one place, the transfer of my finances from another provider was made easy and with a high level of professionalism shown throughout.

The process from initial discovery, strategy and implementation was smooth, well managed and well communicated via the PFP app and email.

The staff and support they give is just exceptional, nothing is to much for them. I would highly recommend this company to anybody.

Steve K.

17:06 28 Jan 25

Very professional and friendly. Made the restructuring of our pensions and investments slick and trouble free.
Wouldn't hesitate to recommend Sam and Joe!

Tony A.

11:55 19 Nov 24

Highly recommend Evolve Wealth. Set up my pension switch to a more suitable fund which was tailored to my expectations and targets. Cannot thank Joe and Sam enough for all the work and professionalism.

Simon B.

09:59 11 Jul 24

I have been receiving pension advice from Donna and the team at Evolve Wealth for the past 4 years and I couldn't be happier with the service they have provided. They always communicate promptly and with a personal touch that is reassuring, the Evolve Wealth Personal Financial Portal is well laid out and an extremely useful tool to track your future financial plans. Overall, I highly recommend the services that Evolve Wealth provide to me.

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