"Evolve Finance Limited offer expertise, value and service to clients to assist in meeting their life goals and financial needs."
About Us
Evolve Finance Limited is an independent Financial Services Firm based in Limerick.
We work for our clients, providing holistic advice, with the goals and best interests of our clients to the forefront of our model.
Call or contact Evolve Finance Limited to organise a no obligation Financial Planning Consultation.
The Evolve Finance Team
Ed Gleeson
Executive Director
Ed received a Bachelor of Business degree from The University Of Limerick in 2011. Subsequently Ed trained as a Chartered Accountant with PwC
Ed completed his qualification as a Chartered Accountant in 2015. During his time at PwC, Ed worked with a number of Multinational Companies, as well as a multitude of large private Irish Companies. Ed completed his Qualified Financial Advisor Exams while working in PwC.
In 2015, upon leaving PwC, Ed joined Irish Life as a Financial Advisor, working in the AIB Channel. He then went on to work as an International Financial Planner based in The United Arab Emirates, before returning to work in Ireland’s largest Multi-Family Office, Elkstone Private Advisors, in Dublin. Ed founded Evolve Finance Limited and received Regulatory Status with The Central Bank of Ireland in April 2021.
Education and Qualifications
Bachelor of Business Studies – University of Limerick
Chartered Accountant – Chartered Accountants Ireland
Qualified Financial Advisor – Life Insurance Association
Retirement Planning Advisor – Life Insurance Association
Specialist Investment Advisor – Institute of Bankers
APA Debt Management Services – Life Insurance Association
Industry Accreditations
