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. We work to a set method that’s written down and followed to the letter every time.
In our business, this written method is often called a ‘Centralised Investment Philosophy’. In simple terms, it just means that we work to a strict set of rules, basing our decisions on expert knowledge, awareness of current markets and an unbending commitment to take care of your money. For you, it means peace of mind.
A method for success
At Evolution, our Centralised Investment Philosophy (or method) is guided by our regulator, the Financial Conduct Authority and meets all the principles for business they set out.
It also follows our own set of passions and beliefs that recommendations should be ethical, sound and perfect for you. Next, it ensures our documentation is clear and concise, so you can fully understand where and how your money is being invested. And finally, it promises to regularly review and revise your portfolios to ensure they keep pace with what’s going on in the world today.
Our investment ethos is simple. We steer clear of going with the latest trends or letting you put all your eggs in one basket.
Instead, we prefer to use our knowledge and experience to build a highly tailored and diversified portfolio that exactly meets your goals, while sticking to your level of risk. So if we put something on the table, it’s because we believe it’s 100% right for you – and the best way to look after your money at that time.
“Being an investor, it made my journey very efficient and effective. Will definitely recommend!”