A shared ethos
From just the two founders in the beginning to the bustling team we have today, what’s united the Evolution team has been our passion for providing an expert yet caring service that really gets to the heart of what our clients want. We’re really proud of the way we’ve grown without compromising what’s important.
We’ve kept the most integral parts, but in growing it’s also become clear that our identity has crystallised in three core values:
The way everything has come together is quite remarkable, but it’s only been possible because we all share the same values and ethos. In addition to our three core values, there are six pillars of our ethos that we live and work by – so far, they’ve served us well.
1Ethical and sustainableIt matters to us where your money goes. That’s why we endeavour to recommend funds that are good for you and even better for the world.
2ProgressiveStrong partnerships are the backbone of our business. By spending time getting to know you well, we can help you get more out of each important stage of your life.
3ProfessionalWe work to a set of rules, basing our decisions on expert knowledge, awareness of current markets and an unbending commitment to take care of your money. But no matter what, at the heart of everything is you and your best interests.
4TrustworthyAs far as we’re concerned, it all starts and ends with trust. It’s something we work hard to achieve and even harder to maintain.
5IndependentWe are, and always will be totally independent. It’s the only way we can offer the kind of service we believe in.
6Simple and straightforwardWe promise never to bombard you with industry jargon. We’re about giving it to you straight and keeping everything as simple as possible. Always.
Meet the team
If we’re going to get to know you, it’s only right you can get to know us too. That’s the nice thing about working with Evolution – the team you see here is the one that you’ll deal with face-to-face, over the phone or online.Get to know us
Our Investment Philosophy
When you invest your money through us, we want you to know that it’s done in the right way. So whether you’re investing for the short or long term, taking a safe or risky approach, we play by the same rules.Learn more