Acquisitions ahead? Evolution Financial Services sets plans for growth

Looking to hit £1bn FUM

clock • 4 min read

Cherry Reynard speaks to Bhav Patel and Andy Rowe from Evolution Financial Services, finalists in the Adviser Firm of the Year - London and Best Adviser Firm for ESG categories at the 2021 PA Awards, about their growth plans and green credentials.

When Bhav Patel and Andy Rowe met in 2006, they realised they shared an ethos: a desire to deliver advice ethically and efficiently, putting clients at their heart of the advice process. This was the foundation on which they built Evolution Financial Services, which now has more than 20 team members and some big ambitions for the year ahead. Rowe says: "When Bhav and I met in 2006, we naturally gravitated towards each other. Bhav dealt in mortgages and I was an IFA. We were both trying to do things properly, putting the client at the centre of what we do, offering clear and transparent c...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

IHT on pensions overhaul risks fuelling scams against 'fearful' public

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Claire Trott calls for clarity on 2027 Budget reform that will bring pensions into estate tax scope

Sahar Nazir
clock 16 May 2025 • 3 min read
Vulnerability lens: Everything IFAs need to know about cognitive decline

Vulnerability lens: Everything IFAs need to know about cognitive decline

Seven simple tips if an adviser suspects cognitive decline in a client...

Beth Yolland-Jones
clock 16 May 2025 • 3 min read
'Designed by men, for men': Are women still being left out of the financial planning conversation?

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Progress yet to be made for female clients

Isabel Baxter
clock 16 May 2025 • 3 min read