Trusted Financial Advisors in Lanarkshire Since 1991
We are a small firm of financial and mortgage advisers, operating from our head-office in Lanarkshire, Scotland. We have advisers based mainly in the central belt of Scotland, who service clients throughout Scotland and the rest of the UK. Established in 1991, initially as a family-run firm, we grew organically, in the early years and, more recently through a series of acquisitions.
We are presently a team of 10 – 6 advisers and 4 support team members. We work to ensure clients receive the best holistic financial solutions, whether that is mortgage, wealth or insurance related.
Mortgage Advisers
Our mortgage team, headed-up by Ben, work with clients from first-time buyers, to those looking to remortgage and individuals and businesses who purchase buy-to-let properties, right through to proposing solutions for equity release, should that be appropriate. The team has a 100+ year advising experience and we are certain that if there is a solution, they will find it for you.
Wealth Advice
Our Wealth team, headed by Grant, our Practice Principal, ensure that clients wealth, pension planning and Investment requirements are met. Grant has been advising clients since the establishment of the business and now has some 3 generation clients within the firm. The imperative for the team is that clients feel that they can rely on quick response, support and advice that is provided – and that they can do so over the course of their financial journey.
Insurance & Protection
While Mortgage and Wealth advice are the main-stay of the services provided by Evolve, these are often underpinned by Insurance & Protection solutions. These mean that advice provided and actions undertaken can be safeguarded for the financial future of clients – whatever the circumstances. The team will ensure that the important topic of protecting financial futures is always tabled and that all options open to clients are discussed and explored.
How We Work
We seek to be your first thought when you are faced with any financial decisions, whether that is related to property or wealth. We are trusted by a large number of clients who have benefitted from our guidance and advice over many years and want to offer that same service to you. Whether you are an individual, a family or a business, we can assess your requirements and propose solutions to meet your needs.
