Our Team

Why Choose Us

As holders of Chartered status, the ultimate symbol of trust and professional standing, you can be confident that you are dealing with one of the Regions leading firms, wholly committed to providing you with the best possible advice, service and support.

What Drives Us

Our core desire is to deliver truly innovative solutions, through the highest possible standard of advice, that create real value and make a genuine difference to our clients. Clients are at the heart of our business.

Our Philosophy

Our service is about creating a protection and wealth accumulation plan that is right for you. We aim to provide all clients with clear financial direction and provide each and every client with the very best financial advice.

We’re a select team of financial professionals, with a wealth of experience & knowledge, dedicated to achieving your financial goals

[saturnthemes_team_member name=”

” position=”Founder & CEO” phone_number=”919-993-1000″ email=”jordan.s@saturnthemes.com” facebook=”https://facebook.com” twitter=”https://twitter.com” instagram=”https://www.instagram.com/” member_name=”Jordan Stansmith” description=”
” member_quote=”

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014.

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

” css=”.vc_custom_1468639903897{padding-top: 43px !important;}”]

[saturnthemes_team_member name=”

” position=”Chief Finance Officer” phone_number=”919-993-1000″ email=”Jane@saturnthemes.com” facebook=”https://facebook.com” twitter=”https://twitter.com” instagram=”https://www.instagram.com/” member_name=”Jane Norris” description=”
” member_quote=”

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014.

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

” css=”.vc_custom_1468641314093{padding-top: 43px !important;}”]

[saturnthemes_team_member name=”

” position=”Tax Consultant” phone_number=”919-993-1111″ email=”Roberts@saturnthemes.com” facebook=”https://facebook.com” twitter=”https://twitter.com” instagram=”https://www.instagram.com/” member_name=”Roberts Spark” description=”
” member_quote=”

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014.

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

” css=”.vc_custom_1468641485123{padding-top: 43px !important;}”]

[saturnthemes_team_member name=”

” position=”Chief Finance Officer” phone_number=”919-993-1000″ email=”Ramsey@saturnthemes.com” facebook=”https://facebook.com” twitter=”https://twitter.com” instagram=”https://www.instagram.com/” member_name=”Ramsey Finnick” description=”
” member_quote=”

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014.

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

” css=”.vc_custom_1468641573528{padding-top: 43px !important;}”]

[saturnthemes_team_member name=”

” position=”Marketing” phone_number=”919-993-1111″ email=”Maddy@saturnthemes.com” facebook=”https://facebook.com” twitter=”https://twitter.com” instagram=”https://www.instagram.com/” member_name=”Maddy Casandra” description=”
” member_quote=”

Dawn started her career in banking, before becoming a financial adviser in 1993, initially this was advising clients of high street banking institutions, but latterly as an Independent Financial Adviser both here and overseas. Dawn joined the evolve wealth team in January 2014.

Dawn is a devoted animal lover and likes nothing more than walking on Cleethorpes beach with her husband and German Shepherd Mollie.

” css=”.vc_custom_1468641650844{padding-top: 43px !important;}”]

Join Our Vibrant Professional Team

We offer like minded professionals the opportunity to develop & enhance their careers and often move ahead more rapidly than other companies. Ongoing training & mentoring provide exciting & personally satisfying careers.
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