Our Story – Timeline
From zero to heroes
Andy and Bhav meet at work and instantly hit it off.
Bhav starts his own mortgage practice called Evolution. It was set up to provide independent, transparent and honest advice – while aiming to keep everything simple.
Andy joins Evolution, bringing his own experience and skills to the table. Then later that year, the dynamic duo take over Belgrange Mortgages.
The pair are now offering advice on wealth management, insurance, auto-enrolment, and estate planning as well as mortgages. So Evolution Financial Services Ltd is born.
The time has come to stop working from home. Evolution Financial Services moves into its first office in Harrow. Once nicely settled in, the company acquires its first IFA client base from Nexis.
Evolution takes over Wem & Co Financial Services, then expands with a second office in Acton.
Next Andy and Bhav acquire Executive Mortgages, paving the way for a third office in Teddington.
From two people working at home, the Evolution team now has more than 200 years’ combined experience and manages over £100m of assets on behalf of clients.
The growth continues but the drive to offer a service that’s honest, simple and totally geared to clients is as strong today as it was on day one.
A shared ethos
The way everything has come together is quite remarkable, but it’s only been possible because we all share the same values and ethos. These are the 5 rules we live and work by – and so far, they’ve served us well.
1IndependentWe are, and always will be totally independent. It’s the only way we can offer the kind of service we believe in.
2In it for the long runStrong 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.
3Simple 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.
4Ethical 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.
5TrustworthyAs 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.
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