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

Kelly Thomas

Office Manager

Tina Patel

Accounts Manager

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

Simon Leak | DipPFS

Senior Mortgage Adviser and Lifetime Specialist

Bethany Duffield

Paraplanner

Dina Patel

Senior Administrator

Nivika Pethad

Receptionist & Administrator

Carole Tucker | CeMAP

Administrator

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Evolution Financial Services is a trading name of Evolution FS Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
 
We are a broker and not a lender. Your home or property could be repossessed if you don’t keep up repayments on your mortgage, or any other debt secured on it. The Financial Conduct Authority doesn’t regulate tax planning, and some forms of mortgages and loans.
 
The guidance and/or information on this website falls under the UK regulatory regime and so is restricted to consumers based in the UK.