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...

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