Meet the team

No two days are the same. When I’m working with clients, my day can include anything from change impact assessments and stakeholder alignment through to engagement strategies, communications planning, and developing supporting collateral - essentially anything that contributes to a smoother transition and stronger adoption.

To be the best version of me, I thrive on accessible support alongside autonomy. Being trusted to challenge and question when needed, while also being trusted in my skills, judgement, and output, allows me to do my best work.

The majority of my career has been within financial services, spanning investment management, sales, and change/transformation delivery. I’ve also delivered change across other sectors, including energy and property, and actually began my change career in a fast-growing supplements business. Ultimately, I’ve found that while industries - and their regulatory challenges - differ, effective change is transferable when the person delivering it keeps the “why” front and centre: smooth transitions and meaningful adoption.

Outside of work, I enjoy spending time with my partner, family and friends, going on adventures with our fur child, getting creative, watching great cinema, and playing PlayStation. (Ask me that same question four years ago and the answer would have been very different!)

I specialise in change delivery with a strong focus on user experience. Whether the user is internal, a client, or a client’s client, the people impacted by change are always central to how I approach my work and the decisions I make.

I was given the opportunity to work for Evotra in 2022 when they still a relatively new company with a very small number of employees. What I liked about Evotra was how passionate both Dips and Sal were about this industry and helping their clients get the best from their technology. Although I had not worked with them previously, their strong reputation made it clear that Evotra would be an excellent environment to grow my skills and develop professionally.

A normal day at Evotra can be very varied, one day I can be in a workshop with clients chatting through their requirements, and the next I’m deep in a spreadsheet analysing thousands of lines of data. I’ve handled rEsolve queries that take only minutes to complete, as well as long term projects that span months or even years. I also love the flexibility I have. I know as long as I get the job done, I can attend a school assembly or take my children to the dentist, which is real weight off my mind as a parent. Evotra were fully supportive of my request to work a 4-day week and I’ve never felt any pressure to login on my non-working day.

I’m supported at work by leaders who give me the space, guidance, and trust I need to succeed. I’m encouraged to build on my strengths, develop new skills, and take on new opportunities.

My background is mainly in financial services software, where I’ve worked across a range of model office environments and large scale Financial Planning and Wealth Management implementations and transformation programmes. Over the years, I’ve been part of a variety of teams — from support and quality assurance to business analysis and implementation. Working in a variety of areas has given me a well rounded view of how these projects come together. To further broaden my expertise, I’ve recently been developing my project management skills.

Outside of work, friends, and family, my biggest passion is travel. Some of my most unforgettable experiences include watching the sunrise from the summit of Mount Fuji, enjoying sundowners while spotting lions in the Masai Mara, and taking in the beauty of the Taj Mahal. This year, I’m excited to be heading to Peru, where I’ll spend three nights in the Amazon — and hopefully conquer my fears of heights and spiders along the way!

My days are varied, from analysing data and developing migration scripts for clients to building time-saving apps and using AI to work more efficiently and deliver better solutions. Outside of work, I’m currently trying to fit in 10,000 steps a day — which can be a challenge when working from home!

I’m part of the Data Services team — a small but vital team — where collaboration and support are a big part of how we work. Colleagues outside of my team are also experts in their fields which means I have the full rEsolve service at my fingertips! I’ve also noticed ChatGPT is very supportive and positive when I ask things even responding with things like “Love that — it’s a great mix of fun and meaningful” (I do know it’s not a real person!)

I first met Depesh during a project meeting and immediately felt that we were on the same wavelength. I was impressed by the way he communicated with colleagues — he came across as genuinely supportive, well-organised, and highly professional. That initial interaction gave me a strong sense of Evotra’s culture and values, and it felt like the right environment for me to grow and contribute. I knew someone that worked at Evotra so asked if they had any vacancies and they did!

I enjoy solving problems and creating efficient solutions, which is why I get called on for anything data!

No one day is the same! I am usually working with our clients on their technology transformation programmes so my day could include anything from running workshops, business process mapping, running UAT or supporting with training and business readiness.

Whether it’s the service we are offering our clients, partners or internally, I truly believe that every day from the top down, we are looking at how we can level-up. I feel I am supported by the whole team, as we have a very open and honest culture and I feel everyone’s ideas and opinions are listened to. This drives me personally to want to be my best self so that I can contribute to our improvement.

I worked for a large wealth management firm for 12 years, most of my time there was spent working in Investment Operations, leading a team that eventually grew to 10 people. The company went through a large technology transformation programme; around this time I transitioned to a Business Analyst role, focusing on process design and improvements. Following my time here, I worked for a UK wealth & technology platform in their Implementations team. I worked with wealth management client firms being ‘onboarded’ to the platform, this role involved everything from gathering business requirements and business process design, managing asset & CRM migrations, to business readiness, training and go live support.

Every member of the Evotra team is passionate about what we do. Collaborating with each other and our clients to deliver the very best outcome is at the heart of that passion. Everyone is always willing to jump in and problem-solve together when needed and we celebrate our wins like no other company I have worked with.

I have recently qualified as a Women’s Health & Nutrition Coach, women’s health is another passion of mine!

Having worked for a wealth technology provider for 8 years, I felt it was time for a change. When I spoke to Sally and Depesh, their vision for the company and its future direction was compelling and the opportunity to be part of a fast-growing startup was exciting. Evotra’s commitment to a culture of collaboration and continuous learning was a major factor in my decision. It presented a unique chance to grow personally and professionally.

Undoubtedly the people. The team is incredibly talented and passionate and always willing to support each other. Building close relationships with our clients also makes work more rewarding, as we can see the direct impact of our efforts on their success.

My advice is to never stop learning. Technology is constantly evolving, so it’s crucial to keep up with the latest trends. Hands-on experience through projects or internships is invaluable Networking and connecting with professionals in the industry can provide insights and opportunities that are beneficial for your career growth.

My team successfully launched a major project we had been working on for months. It was so satisfying to see all the pieces come together, thanks to great teamwork. The positive feedback from the client was icing on the cake, reinforcing the value of our hard work and dedication.

The rapid pace means there’s always something new to learn or a problem to solve. It requires flexibility and adaptability, as priorities can shift quickly. It’s a rewarding experience that offers numerous opportunities for personal and professional growth.

We're a great team, focussed on helping people get the most out of their technology. I'd worked closely with Evotra on multiple projects before joining and their dedication to ensuring the best outcomes for users exceeded even that of the firms they were working with.

Every day is so different, which I love - I'd go insane doing the same thing every day. But here, there are always new people to meet, new problems to solve, and new challenges to overcome.

I think it's what I was always meant to do. Working in a small team means everyone has to wear many hats and be ready to jump outside their comfort zone.

I thrive under pressure and with deadlines to meet, but I also like having the autonomy to work on the things that I think are most important. Working with Evotra gives me that flexibility to feel that sense of achievement in delivering solutions, while also choosing my own path and providing the best outcomes for my clients.

The founders! Their enthusiasm is infectious and I wanted to help the business succeed. It’s a breath of fresh air.

When a client said: “We just ask Evotra” if they have issues or need support. It’s proof we provide a valuable service to our clients.

Sally and Depesh – setting up a business is such a brave thing to do. Leanne and Meatab – these two colleagues are always there, always have time and are always willing to share. There is nothing they won’t do to help. These are priceless attributes in my opinion.

Seeing how hard everyone at Evotra works all day every day inspires me to be the best I can – for them and for Evotra. And Depesh and Sally are unwaveringly supportive during our regular catch ups.

Fun, collaborative, eventful, interesting!

I loved the fact that whilst having huge depth of knowledge across the main solutions in the market, the emphasis is on system agnostism and professional integrity, so that clients can be assured that any advice or recommendations are truly unbiased.

There is a broad range of expertise within the business and everyone is willing to share their knowledge, and the firm actively encourages learning and development.

As a Microsoft Dynamics / Power Platform specialist, I specialise in supporting firms with migration to and maximising the benefits of Power Platform- based systems, including facilitating workshops to capture requirements for and delivering process and document automation.

I have worked in Financial Services for my entire career, both as an Adviser with a number of IFA firms, including Nationals and a top-20 firm of Chartered Accountants, and within the technology arena as a Business Analyst and Product Owner. I am DipPFS qualified and a Microsoft certified Power Platform Solutions Architect and Functional Consultant, which allows me to bring practitioner-level understanding to client's needs and solutions.

The passion of the founders, the flexibility and the chance to make a meaningful difference, where your work is visible and valued. In a fast-growing startup, your contributions truly drive its growth and success.

Through autonomy and flexibility. I am trusted to get on with my role and deliver outcomes independently, while knowing support is available whenever I need it. This trust, combined with flexibility, allows me to balance my career alongside motherhood

I specialise in project management, planning, guiding, and leading teams to deliver client visions and outcomes. My work includes managing full end-to-end software and platform solutions, overseeing the entire delivery lifecycle from initiation to completion, leading early project phases to support vendor selection, and managing complex data migrations to ensure smooth and effective implementation.

The best thing about working at Evotra is the people‑and-client-focused culture, combined with the flexibility to maintain a healthy work‑life balance and the ability to work remotely.

A new opportunity to work with people I have worked with previously for over 10 years, in a way, it felt like we were 'getting the band back together'

An incredible team and an incredible manager as well as inspiring founders - there's nothing anyone won't do for each other, regardless of if it's their natural skill set

Predominantly Xplan based, including Xmerge, config, workflow design & development but sticking a tentative toe into Curo & all that has to offer

I've been working in Financial Services for over 20 years, starting out as an administrator, before moving into training, competency based assessments, project SME and then eventually transitioning into Business Analysis, system configuration/administration

The very best thing about Evotra is it genuinely is like a family.....not wanting to sound cheesy but as a relatively new business there is a certain bond you don't get in larger multi-national businesses (and I've spent most of my working life at places like this, so it's a refreshing change)

I was drawn to Evotra for its strong focus on expertise, collaboration, and delivering high-quality solutions to clients in the financial advice space.

My day typically involves supporting clients with XPLAN-related queries, investigating data and reconciliation issues, collaborating with colleagues, and providing subject-matter expertise where needed.

I’m supported through a collaborative team environment, access to knowledgeable colleagues, and opportunities to continuously learn and develop my skills.

I specialise in XPLAN data feeds, market data, portfolio reconciliation, and complex data-related problem solving.

I have experience in financial systems support, platform and data administration, reconciliations, and providing technical consultancy within financial services environments.

I had the opportunity to join the business in the early stages and put into place all of the central processes and systems, which is exactly what I love to do. In the first few months I found our first office, implemented a payment management system, created an expenses process, and found us a managed services provider. There were 5 of us including the co-founders when I first joined and the team has grown rapidly since then, so our processes and systems continue to evolve.

In my role, there’s no such thing. I jump from legal to finance to office management and everything in between all day, every day. I remember one day in particular where I onboarded a new joiner, registered a trade mark, booked our Christmas party, renewed our business insurances, and somehow managed squeeze in some compliance training. I’d call that a pretty standard day.

I specialise in central business operations, systems and processes.

I have extensive experience working as an Executive Assistant to CEOs and senior leadership (and initially joined Evotra as an EA). EAs working at that level are much more involved in the business than most people realise; the role is broad and definitely not for the faint of heart. You need to be confident, professional, and highly skilled in project management, stakeholder management, negotiating, constant reprioritisation and creative problem solving (among many other things). EAs get a unique insight into how a business is run because not only do you work with the decision makers, but you also work with every single internal part of the business in one way or another; from facilities to legal, from finance to the print room. You truly see everything and I would encourage any budding entrepreneur to do a stint as C-level EA – if you can handle the pressure. Working as an EA has perfectly prepared me for the challenges I face as a business manager.

I love going to see live music, particularly grunge and rock. My favourite bands are Jimmy Eat World and Hole.