Family-run Financial Advisors
At Evolve, we establish and build long-term relationships, to become your first choice for advice when you have financial decisions to make.
We tailor bespoke solutions to meet your financial needs - whatever stage you are at in life.
We pride ourselves on providing high-quality financial planning to both individual and corporate clients, underpinned by over 100 years of combined adviser experience and professional qualification. We seek to do so with integrity and transparency to foster the all-important mutual trust that we believe is essential in the adviser / client relationship and in the pursuit of outstanding client outcomes.
Trusted Since 1991
By providing close and continuous contact, you can be confident that we are equipped to advise on any proposed changes that may be appropriate.
Circumstances and needs change over time. Things Evolve. Understanding that and how it may impact you is our job. In fact, it's who we are. We are Evolve.
Our Team of Advisors and Staff
At Evolve, we establish and build long-term relationships, to become your first choice for advice when you have financial decisions to make.
We tailor bespoke solutions to meet your financial needs - whatever stage you are at in life.
We pride ourselves on providing high-quality financial planning to both individual and corporate clients, underpinned by over 100 years of combined adviser experience and professional qualification. We seek to do so with integrity and transparency to foster the all-important mutual trust that we believe is essential in the adviser / client relationship and in the pursuit of outstanding client outcomes.
By providing close and continuous contact, you can be confident that we are equipped to advise on any proposed changes that may be appropriate.
Circumstances and needs change over time. Things Evolve. Understanding that and how it may impact you is our job. In fact, it's who we are. We are Evolve.
Grant Scholefield
Dip PFS Cert CII (MP & ER)
Founder and Practice Principal
Grant established the practice in 1991 which subsequently became Evolve Financial Services. Having worked in financial services since 1987, Grant has built a broad client base, in Scotland and across the UK.
Grant is highly attentive to clients and has advised many families across 3 generations. As well as advising, he supports the ever-growing team, housed in Evolve’s new offices which opened in 2022.
Over the last decade, Grant has been focussed successfully acquired and integrated 4 stand-alone businesses into the Evolve family.
Outside of work, Grant is an active landlord and enjoys project managing renovation of a growing portfolio – and to relax, enjoys both travel and live music.
Ben Scholefield
BA Hons Dip PFS CII (MP)
Financial Adviser and Head of Mortgages
Ben joined the family business immediately following completion of his degree at Strathclyde University, in 2019.
Having worked in a support role during his studies, he began advising on Mortgage and Protection. Ben now heads up the Mortgage team, supporting and overseeing the team.
Recently having qualified as an holistic Financial Adviser, Ben is the next generation, ensuring focus on the succession and development of the practice. Ben is focussed on three clear objectives; servicing the existing portfolio, acquiring new clients and developing the team.
In his spare time, Ben is a recent landlord, enjoys collecting whisky and travelling.
Faith Lapper
BA Hons
Personal Assistant to Grant Scholefield and Office Manager
Faith joined the team in 2020 and very quickly became an outstanding contributor and support to Grant and the team. Faith ensures that everything in the office runs smoothly and is the first point of contact for client liaison and direction.
Faith manages all administrative aspects of the practice. Having 20+ years of industry experience, Faith is perfectly qualified and placed to help move the business forward.
Away from work, Faith enjoys getting lost in a good book and spending quality time with family.
Alan Caldwell
Cert PFS
Senior Mortgage & Protection Consultant
Having spent his whole career in the industry, Alan joined Evolve in 2005 and is a highly experienced and longest serving adviser. Like others, Alan has many clients who span multiple generations.
Based in Glasgow, Alan has a wide array of clients, and advises mainly in and around Central Scotland.
Alan’s interests outside of work are hill walking and enjoying the Scottish outdoors.
Tom Small
CeMap FPC
Senior Mortgage & Protection Consultant
Tom has worked in Financial Services for over 30 years and joined Evolve in 2019. Tom, based in Ayrshire, has established an exceptional reputation and enjoys the benefit of continuous recommendations, aiding him in attaining new business and retaining repeat client business.
Tom is a very keen golfer and when not advising can be found enjoying the many courses on the Ayrshire coast and beyond.
Marie O’Brien
BA CeMap
Senior Mortgage & Protection Consultant
Marie has worked as an Adviser for more than 2 decades. She built a strong client centric mortgage and protection practice which she sold to Evolve in 2023, opting to remain part of the team. Marie is highly successful in attaining new business, her lender criteria and product knowledge are a great asset to the team.
Marie is based in the Glasgow area but serves clients all over the UK.
When not working, Marie is an accomplished tennis player and enjoys international travel, specifically to Australia.
Alan Stewart
Mortgage & Protection Administrator
Having worked extensively in banking and finance, Alan is the most recent addition to the team. Joining in late 2025, Alan has wide industry knowledge to support him in his role. Alan supports Ben with practice administration and provides first response liaison with Mortgage & Protection clients.
Being office based, Alan also fields all inbound contact.
Away from work, Alan is an avid supporter of Motherwell FC and enjoys spending time with family.
