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Evolve Financial Planning

Address: 150 Gloucester Terrace, London, W2 6HR
Head Office: No.1 Liverpool Street, London, EC2M 7QD
Telephone: 020 7262 3111
Fax: 0870 487 8113
E-mail: andrew.collett@evolvefp.com
Visit our Web Site: www.evolvefp.com

Contact: Andrew Collett FPFS, CFPCM

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

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.

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 CM 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 investment plans/policies you buy 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, Andrew Collett in particular specialises in the following areas:
  • Comprehensive Financial Planning;
  • Investment Planning;
  • Retirement Planning;
  • Tax Planning;
  • Estate Planning;
  • Protection;
  • Corporate Financial Planning;
  • Employee Benefits.

Qualifications

Andrew Collett is a Chartered Financial Planner, holds the Certified Financial Planner Licence and is one of just over 200 individuals in the UK who has achieved the title of Fellow of the Personal Finance Society (Source: Personal Finance Society, October 2005). Andrew is also an examiner and question writer for the Chartered Insurance Institute’s Diploma and Advanced Diploma Level Financial Planning exams. Detailed below are his individual qualifications:
  • Certified Financial Planner CM Licence;
  • Chartered Financial Planner;
  • Fellow of the Personal Finance Society;
  • Advanced Financial Planning Certificate;
  • AFPC G10 – Taxation & Trusts;
  • AFPC G20 – Personal Investment Planning;
  • AFPC G30 - Business Financial Planning;
  • AFPC G60 – Pensions;
  • AFPC G70 – Investment Portfolio Management;
  • AFPC H25 – Holistic Financial Planning;
  • AFPC K10 – Retirement Options;
  • AFPC K20 – Pension Investment Options;
  • AFPC SV1 – Savings & Investments;
  • CF7 – Lifetime Mortgages;
  • CF8 – Long Term Care Insurance;
  • CF9 – Pensions Simplification;
  • MAQ – Mortgage Advice Qualification;
  • FPC 1, 2 & 3 – Financial Planning Certificate.



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