Our Team

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Marcus Blase
Independent Financial Adviser

Marcus has a long career in the Financial Services industry spanning over 20 years. He was initially trained by HSBC Bank and spent 14 years with them as a Financial consultant advising on their own products and investments. He then moved to Origen Financial Services becoming and Independent Financial Adviser before moving to Cartlidge Morland as a Wealth Manager, developing further experience and being City based.


He hold the CIOBS Diploma in Investment Planning and Financial Services (QCF Level 4) and he is currently studying with the Chartered Institute for Securities and Investment (CISI) for the QCF Level 6 Chartered Private Client Investment Advice & Management


Marcus has now joined Evolution Financial Services to further progress the business with Andy and Bhav and to assist expanding the company with my London presence.


Marcus is married to Sandra who is a full time teacher and they have 2 sons. sport, health and fitness are important to all of the family and he rides mountain bikes with his local club in the UK and the Alps.

Our Team

Bhav Patel BSc Hons CeMAP
Director. Mortgage & Protection Advice. Mergers & Acquisitions.

Andy Rowe
Director & Chartered Independent Financial Adviser
Marcus Blase
Independent Financial Adviser

Raj Sharma
Mortgage Adviser

Richard Sheret
Independent Financial Adviser. Pension Specialist.

Victoria Trapitsyna
Adviser

Dina Patel

Kelly Thomas
Administrator

Tina Patel
Accounts

Amit Nakum
Paraplanner

Franck Gogua
Paraplanner

Jayan Patel
Trainee Mortgage Broker

Tara Ricker
Receptionist

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