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Comprehensive financial planning advice for women, by women
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Welcome to Evolution Financial Planning Ltd

We help women make smart financial decisions, with complete confidence.

Our all-female team is led by founder Rebecca Robertson – ‘Independent Financial Advisor of the Year 2019’, Times Top 100 Financial Advisors, TEDx Speaker & Author. Whether it’s planning for your financial future, a new mortgage or how to best invest your inheritance, do get in touch today. We’d love to help!

The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

Find out more about us here

Our Services

Any form of communication of a promotional nature that invites or induces a customer to purchase a financial product or to use a financial service.

Wills & Trusts

Writing your will is something you know you should do. You keep meaning to do it. But something more urgent comes along & it gets firmly pushed to the back of your mind again.

Mortgages

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

Pensions

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Investments

The value of investments and income from them can go down. You may not get back the original amount invested.

Lifestyle Financial Planning

If you had enough money – how would you choose to live your life?

Awards

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Read the latest in financial planning advice for women

womens pension

Protecting the value of your money

Don’t ignore the corrosive impact rising prices can have on your investments Inflation is an economy-wide sustained trend of increasing prices from one year to the next. The rate of

Pension or ISA?

Preparing for your upcoming retirement

Considering the practicalities of fulfilling your desired lifestyle If you are aiming to retire within the next five years, its time to get into the mindset of considering the practicalities

Green light for new type of home loan

Product choice broadened in the later life lending sector In an effort to broaden product choice in the later life lending sector, the Financial Conduct Authority now treats Retirement Interest

Do your numbers add up?

Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a financial start in life. Especially when we hear about some

Retirement matters

Freedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far off prospect

Plan for the life you want

Wealth creation

Spreading risk by accessing different types of assets Investing for the long-term means persisting through market swings. History shows that when people invest and stay invested, they’re more likely to

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.