Evolve Wealth Limited

• Principal Place of Business

  Wellowgate House

  13 Wellowgate

  Grimsby

  N E Lincs

  DN32 0RA

  UNITED KINGDOM

  Phone

  +4401472362899

  Web

  https://www.evolvewealth.co.uk

• Complaints Contact

  Wellowgate House

  13 Wellowgate

  Grimsby

  N E Lincs

  DN32 0RA

  UNITED KINGDOM

  Phone

  +4401472362899

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Colin David Ormston

  IRN CDO00002

  • [FCA CF] Client dealing (1 Jul 2020 to 31 Dec 2021)
  • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 31 Dec 2021)
  • CF30 Customer (9 Apr 2019 to 8 Dec 2019)
• Dawn Michelle Jones

  IRN DMC00041

  • CF1 Director (20 Jul 2015 to 31 Jan 2018)
  • CF30 Customer (1 Jan 2014 to 31 Jan 2018)
• Donna Marie Moore

  IRN DMM01272

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Responsible for Insurance Distribution (since 4 Mar 2022)
  • SMF16 Compliance Oversight (since 4 Mar 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Mar 2022)
  • SMF3 Executive Director (since 4 Mar 2022)
  • [FCA CF] Client dealing (since 1 Jul 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Jul 2020)
  • Responsibility for MCD Intermediation (4 Mar 2022 to 26 Sep 2025)
  • Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 14 Aug 2025)
  • CF30 Customer (1 Feb 2018 to 9 Dec 2021)
• Joe Kirk

  IRN JXK00409

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • SMF3 Executive Director (since 1 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 13 Jun 2022)
  • [FCA CF] Client dealing (since 13 Jun 2022)
• Lacey Burgess

  IRN LXB00823

  • [FCA CF] Client dealing (since 18 Aug 2025)
• Raymond John Kirk

  IRN RJK01073

  • [FCA CF] Client dealing (since 1 Jul 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Aug 2025)
  • Appointed representative dealing with clients for which they require qualification (1 Jul 2020 to 14 Aug 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 4 Apr 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 4 Apr 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 4 Apr 2022)
  • Responsibility for MCD Intermediation (29 Apr 2016 to 4 Apr 2022)
  • CF10 Compliance Oversight (1 Apr 2011 to 8 Dec 2019)
  • Responsible for Insurance Mediation (1 Apr 2011 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (1 Apr 2011 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2011 to 9 Dec 2021)
  • CF1 Director (1 Apr 2011 to 8 Dec 2019)
• Samantha Kilday

  IRN SXK00990

  • [FCA CF] Client dealing (since 18 Aug 2025)

• A P R Wealth (no longer appointed)

  FRN 840070 · Appointed 11 Apr 2019 · Until 14 Dec 2021

No changes recorded yet.