Welcome

This website primarily provides existing and also prospective clients with an insight into how we work, on-line information and services.

Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.

We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning.  Our clients include individuals as well as small businesses.

All our advisers are fully qualified, and some of us hold specialist qualifications for advising on pension or tax matters.

This website aims to give you further information about:

Just click on any of the above items, or on any of the tabs at the top, to access these sections.

  • online services

    for if you want to research, and even buy, on-line products

  • Trustnet

    create a watchlist, valuations and alerts for your investments

Watch latest videos on investment matters


Click here for Interactive Chart

Evolution Financial Ltd is an appointed representative of Sterling Trust Professional Limited who are authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/register). FSA Registration No: 528523

Evolution Financial Ltd
Registered Address:
10 Evolution, Wynyard Park, Wynyard, TS22 5TB
Registered in England, No. 07323016

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.