Our Team
People power
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. These are the people that you’ll build a trusting partnership with. And one that we hope will be strong enough to last the test of time.
We’re incredibly proud to have gathered together a team that’s so highly qualified and experienced. Obviously that’s very important, but more than that we’re thrilled to have found a group of people who really care about what they do and will always go the extra mile to make a difference for our clients.
Bhav Patel | BSc Hons, CeMAP
Co-founder and Director, Mergers and Acquisitions
Andy Rowe | BSc Hons, FPFS, CeMap, CeRER
Co-founder, Director, Chartered Independent Financial Adviser
Amit Nakum | DipPFS, Cert CII MA & ER, Cert L&P
Compliance Manager
Kelly Thomas
Office Manager
Tina Patel
Accounts Manager
Marcus Blase | Dip CIOBS in Investment Planning and Financial Services
Senior Independent Financial Adviser
Richard Sheret | DipPFS, MBA Diploma
Independent Financial Adviser and Pensions Specialist
Victoria Trapitsyna | DipPFS
Independent Financial Adviser and Pensions Specialist
Carole McGillivray | FCII, DipPFS
Independent Financial Adviser
Jayan Patel | CeMap
Mortgage Adviser
Raj Sharma | Cert CII (MP), Cert PFS
Mortgage Adviser
Mandip Rudki | BA Hons, CeMap
Mortgage Adviser
Simon Leak | DipPFS
Senior Mortgage Adviser and Lifetime Specialist
Jake Landaw | BSc Hons, DipFA MLIBF
Senior Paraplanner
Bethany Duffield
Paraplanner
Dina Patel
Senior Administrator
Nivika Pethad
Receptionist & Administrator
Carole Tucker | CeMAP
Administrator
Robbie
Office Dog and Mascot
