A holistic approach

Like you, many of our clients are business owners too. From experience, we know that when that’s the case, a more holistic approach is called for.

 

For us, it doesn’t make sense just to look at your individual or family finances in isolation. We could be missing a trick. Instead, it’s much better to view the whole picture, looking at how your business finances work alongside everything else.

Practical solutions

For busy people running businesses, there’s lots we can do to help. To start with, we can ensure that whatever happens to you or a key partner, there are plans in place so the business can continue to run and thrive. We can also ensure your share capital is safeguarded for your family. And when it comes to corporation tax, we may be able to help you pay less by using your pensions or through careful tax planning.

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Tailored to you

At Evolution our services are guided by you. We don’t have one set way of working – after all, our clients all have different situations and different needs.

 

We prefer to get a clear view of your personal and business finances and then find out what you want to do with your life and your business. Then we can use our combined knowledge and skills to give you the very best independent financial advice. Advice that’s right for you and only you.

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Want to know about Mortgages & Loans?

The process of getting a mortgage isn’t often plain-sailing, and it’s always at a time when you have a million other things to get sorted. We can handle it all for you.

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Wills & Estate Planning

When the time comes, you’ll want to pass the wealth you’ve accumulated onto your loved ones – and we’re guessing that’s not the taxman!

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Pensions

We love pensions. They're a brilliant, tax-efficient way of getting a future income, but they're also so much more.

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Tax Planning

If you think tax is something you talk to your accountant about, not your financial planner, you’re not alone. That’s how it’s often been, but it doesn’t have to be that way.

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Savings & Investments

The days of just putting your money in the bank and hoping for the best are long gone. To get a good return today, you have to be a bit more creative.

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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.