BA (Hons) FPFS Chartered
Raymond has been advising clients for over 15 years. Qualified at the highest level as a Chartered Financial Planner & is a Fellow of the Personal Finance Society (PFS).Fellowship is the pinnacle standard in the financial profession & is held by fewer than 5% of practicing advisers.
In addition to professional qualifications Raymond also holds a degree in Banking, Insurance & Risk Management and was previously the Financial Planning Director for one of the largest firms of Chartered Accountants in Lincolnshire.
Email Raymond: firstname.lastname@example.org
Jane has extensive experience in client advocacy in both the public and private sector at senior levels. In her current position of Client Services Director for evolve wealth she dedicates her time to ensuring our client service exceeds our passion for excellence.
Email Jane: email@example.com
Raymond is a Fellow of PFS
The PFS is the professional body for financial advice with approximately 25,000 members. It promotes the highest standard of professionalism and sets the standards for technical knowledge, client service & ethical practice across the entire financial advice community.
Chartered Financial Planner achievement demonstrates a commitment to professional excellence & integrity. The Royal Charter is a kitemark of quality, a uniquely British Institution, it has stood the test of time and remains the gold standard for all professional services today.
Why choose us?
15 yrs + Experience
Chartered Financial Planner
Fellow of PFS
Degree held in: Banking / Insurance & Risk Management
Profession Leading Technology
Strong Code of Ethics
Careers - you are the future of evolve wealth
We offer like-minded professionals the opportunity to develop & enhance their careers and often move ahead more rapidly than other companies. Ongoing training & mentoring provide exciting & personally satisfying careers.
An entrepreneurial spirit is at the core of all we do and is actively encouraged. We expect everyone to be a contributor and to share our commitment to excellence.
Our innovative & engaging approach to the financial planning profession makes evolve wealth a vibrant and exciting team to work with. If you are ready to take the next step please feel free to contact us.
Email for opportunities: firstname.lastname@example.org