Raymond Kirk (evolve wealth Ltd Chartered Financial Planning)
Location: Grimsby
A fresh approach to financial planning. Personal meetings and full use of modern communication technology to allow comprehensive access to your chartered advisor. For complete care of your finances.
| Last online | 18th Mar 2013 |
| Member since | 30th Oct 2010 |
| Number of views | 394 |
| Number of posts | 0 |
| Number of testimonials | 0 |
| Meetings attended | 1 |
| Financial services |
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.evolve wealth Financial Advisors in Grimsby
We provide a unique and fresh approach to financial planning.
Our services harness fully the benefits of technology together with the added value that can only be provided by talented professionals with the very best qualifications and experience.
We believe in fusing the latest technology with the very best advice and providing this to our clients via innovative financial tools. These tools let our clients access their information when and where they want. They give them access to this information through the simple click of a button or a push of a finger.
Your interests always come first
We are fiercely independent & 100% privately owned in order to ensure our advice to you is never compromised.
As independent financial advisers we offer a 'Whole of Market Service.
State of the art service
Our profession leading technology ensures we always have enough time to provide the quality service & exclusive attention you deserve.
Tailored & secure service
Our clients benefit from a bespoke & truly independent personal service including their own individual websites providing live valuations, encrypted secure communications & document storage 24/7.
Achieve your objectives
We are specialists in financial planning & our financial advisers are dedicated to creating strategic plans to ensure your personal objectives are achieved
Raymond has been advising clients for over 15 years. Qualified at the highest level as a Chartered Financial Planner and is a Fellow of the Personal Finance Society (PFS). Fellowship is the pinnacle standard in the financial profession and 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.
