Bespoke, Profession Leading Advice

Individual Clients

We offer bespoke independent financial advice from tax planning to wealth building, preservation and later life planning for we strive to build and nurture life long relationships with our clients.

Proactive administration & management of all your financial affairs. We begin by releasing you from the ever increasing burden of financial administration bringing everything together & at your fingertips 24/7.

We then asses the balance of your assets to ensure they match your goals are tax efficient and risk appropriate. We also ensure your protection cover is right for your needs highlighting any gaps as necessary.

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Tailored Risk Managed Investment Portfolios
Our managed portfolios are a range of funds designed to actively target and maintain different levels of risk to suit investors with differing risk and return requirements.
Pre & Post Retirement Pension Advice
If you are starting to save or want to ensure you get the best from your exisitng savings we can help. If you are considering taking your benefits we can clearly explain all the options from annuites to income drawdown to hybrid solutions.
Tax Reduction Strategies
We all need to pay a fair amount of tax but that doesnt mean you shouldnt arrange your affairs in a tax efficient manner. We advise on ways to significantly reduce your tax exposure in an ethical manner.
Protection
How will my family cope in the event of my death? How will i manage if i lose my income due to redundancy or ill health? We will help to ensure you and your family have financial security against the unknown.
Later Life Planning
We understand the complexities of the many decisions required with care funding matters and can provide peace of mind ensuring the right decisions are made at the right time.
IHT Estate Planning
Inheritance tax can cost loved ones hundreds of thousands in the event of your death, yet it's possible to ethically reduce your exposure or possibly pay none at all. The earlier you plan the better and some simple steps can make a huge difference.

Corporate Clients

From business and key people protection to workplace pension and corporate investments we offer expert advice that allows you the freedom to concentrate on building your business.

A complete suite of corporate services including tax efficient remuneration strategies and ensuring compliance with the financial aspects of employment legislation.

evolve wealth will enable your financial strategy to serve your long term corporate goals, letting you concentrate on your company’s growth and development.

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Work Place Pensions - Auto Enrolment
All employers will have to provide workers with a workplace pension scheme by law over the next few years. Getting the right advice from a specialist in this field can prove invaluable and evolve wealth has considerable expertise in this area.
Investments
Holding cash on your balance sheet at current deposit rates can be very unsatisfying. If the funds are not needed in the short term greater tax efficiency and enhanced growth potential solutions should be explored. Speak to us about our innovate corporate investment strategies.
Tax Efficient Remuneration Strategies
Our strategies and leading edge planning offer solutions that can minimize the exposure to tax and result in significant cash savings for both businesses and individuals.
Shareholder / Partnership & Keyman Protection
The loss of a shareholder, partner or director can have a major impact on the business success for all involved. The implications for a business can be devastating, however simple well made plans can and should be made. Speak to us for clear advice on your options.
Employee Benefits
A strong, relevant and well-communicated benefits package not only helps make sure you get the pick of employees at recruitment, but can also help you retain happy, committed workers.

Trustees & Charities

Compliant investment solutions, tax reduction, risk assessment and comprehensive reporting, tailored specialist advice that helps your organisation make more of a difference.

When the Trustee Act 2000 was introduced, one of the most important aspects introduced by the legislation was the statutory ‘duty of care’ which must be observed by trustees.

This includes a requirement to have regard to the need for diversification & suitability of investments, to obtain and consider proper advice when making investments and to periodically review those investments.

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Comprehensive Trustee Act compliant investment solutions
The Trustee Act states that ‘trustees must ensure the suitability of the investment vehicles; consider the tax efficiency, ensure investments are sufficiently diversified and consider the size and risk profile’. It is also a requirement to regularly review the trust’s investments.
Ongoing investment management & reporting to trustees
As independent Chartered Financial Planners, we can help trustees fulfil their obligations with confidence and peace of mind using a range of appropriate investment solutions and reporting to the trustees and their accountants.
A comprehensive trust review service
We offer a comprehensive Review Service to help both professional and lay trustees. We help reduce paperwork and administration, ensure that the trustee duties are fulfilled and provide regular investment updates and valuations together with tax vouchers to assist the trustees in completing the appropriate tax return documentation.

Professional Connections

A holistic advice proposition that puts our clients at the centre of a trusted, ethical partnership of legal, financial and property professionals that not only increases business opportunities but also enhaces their business relationships network.

Our work often entails liaising closely with other professionals such as solicitors, accountants & property professionals. Working with a quality financial planner can enhance your client service & relationship resulting in higher levels of client retention and also present new business opportunities.

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Independent Financial Advice from Chartered Financial Planners
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 the best possible advice, service and support.
Reinforced Long-term High-Value High Quality Client Relationships
Reputation is key to business longevity and referring your client to another professional can be a dauting prospect. evolve wealth can help cement your client relationship by providing a highly professional independent and ethical service which your client will thank YOU for.
Client Referrals
The complex needs of our clients often require the advice of several professionals and working with us will result in client referrals for progressive ethical firms.
Increased Levels of Business from Existing Clients
Client trust is key to building long term relationships and by recommending evolve wealth you can demonstrate a client centred approach.
A Holistic Advice Proposition
By placing your client in the centre of a group of trusted ethical professionals you will not only protect your client from receiving poor quality advice you will increase the value of YOUR service.

A service that harnesses fully the benefits of technology

All your financial information in one place at your fingertips 24/7
  • Your own personal web page
  • Live real valuations
  • Secure 2-way messaging
  • A live prtfolio "x-ray"
  • Ability to edit information held
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Innovative
Financial Tools

We believe in fusing the latest technology with the very best advice and providing this to you via innovative financial tools.

These tools let our clients access their information when and where they want. They provide access to this information through the simple click of a button or a push of a finger.

Finances
On the Move

We don’t believe in just limiting you to viewing your information through a web browser.

You can also view your information via your mobile phone or device, meaning that you can access your full portfolio and historical data on the move.

Contact our advisors for help with your finances, call 01472 362899

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