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Evolve Financial
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Evolve Financial Planning

Address: 8 Repton Road, Orpington, Kent, BR6 9HS
Telephone: 01689 896 779
Fax: 0870 487 8113
E-mail: jason.witcombe@evolvefp.com
Visit our Web Site: www.evolvefp.com

Contact: Jason Witcombe APFS, CFP

Regions Served: London, Home Counties, South East and Southern England and the Thames Valley.

General information

About Evolve

Evolve aims to deliver what we believe is the UK's pre-eminent financial and investment planning service. Evolve is based in central London, but we work with clients throughout the Home Counties, South East, South, East Anglia and the Midlands. One of our directors, Jason Witcombe, lives in Kent and advises clients on the local area.

We provide fee based financial planning advice to Certified Financial Planner (CFP) standards, helping people plan the most efficient path to achieving their lifetime financial goals. To ensure complete impartiality, Evolve Financial Planning will only employ fee based Certified Financial Planner Professionals.

The vast majority of investment advisers work on a commission rather than a fee basis and whilst you might not physically write out a cheque for the advice, you are paying for it out of the investments you make and you may be paying too much.

Evolve Financial Planning works solely on a transparent fee basis, with three levels of service to suit different types of clients.

Evolve Financial Planning's clients come in all shapes and sizes, but with a number of things in common; they are ambitious individuals who want to succeed in life and are prepared to invest time and money into achieving their personal and financial goals.

We will be happy to provide an introductory meeting without charge, as a means to get to know each other and see whether we can work together. As a fee based practice, we will use any commissions generated to offset the fee we have agreed with you at outset.

To see how we differ from commission based IFA and Wealth Management firms, please see our website.

Specialist Areas

Although at Evolve we cater for all areas of personal and corporate financial planning, Jason Witcombe in particular specialises in the following areas:
  • Comprehensive Financial Planning;
  • Investment Planning;
  • Retirement Planning;
  • Tax Planning;
  • Estate Planning;
  • Expat/Offshore Planning;
  • Protection;
Qualifications

Jason Witcombe holds the Certified Financial Planner Licence as well as prestigious Chartered Financial Planner status. Detailed below are his individual qualifications:
  • Certified Financial Planner CM Licence;
  • Associate of the Personal Finance Society;
  • Chartered Financial Planner;
  • AFPC G10 – Taxation & Trusts;
  • AFPC G20 – Personal Investment Planning;
  • AFPC G30 - Business Financial Planning;
  • AFPC G60 – Pensions;
  • AFPC G70 – Investment Portfolio Management;
  • AFPC K10 – Retirement Options;
  • AFPC K20 – Pension Investment Options;
  • AFPC SV1 – Savings & Investments;
  • CF6 – Mortgages;
  • CF7 – Lifetime Mortgages;
  • CF8 – Long Term Care Insurance;
  • FPC 1, 2 & 3 – Financial Planning Certificate.
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