Our Ethos

A shared ethos

From just Andy in the beginning to the bustling team we have today, what’s united the Evolution team has been our passion for providing an expert yet caring service that really gets to the heart of what our clients want. We’re really proud of the way we’ve grown without compromising what’s important.

We’ve kept the most integral parts, but in growing it’s also become clear that our identity has crystallised in three core values:

The way everything has come together is quite remarkable, but it’s only been possible because we all share the same values and ethos. In addition to our three core values, there are six pillars of our ethos that we live and work by – so far, they’ve served us well.

Our Ethos

Ethical and sustainable

It 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.

Progressive

Strong 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.

Professional

We work to a set of rules, basing our decisions on expert knowledge, awareness of current markets and an unbending commitment to take care of your money. But no matter what, at the heart of everything is you and your best interests.

Trustworthy

As 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.

Independent

We are, and always will be totally independent. It’s the only way we can offer the kind of service we believe in.

Simple and straightforward

We promise never to bombard you with industry jargon. We’re about giving it to you straight and keeping everything as simple as possible. Always.

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.

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.

Talk to one of our advisers

To arrange a meeting with one of our advisers, call us on 020 3772 0700. Or send us your contact details and we’ll get back to you.

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