Evolution Financial Planning



Giving you professional advice delivered in a reassuring, friendly manner with a 5 star service.



Protect what you hold most dear




Don’t put off making a will. Ensure your family will get what you want them to have

Take control of your money


Download our budget planner and make your money work to fit your life, not the other way round

Make financial freedom a reality


Use our checklist to help work out where your finances could do with an overhaul

Safeguard your family’s future


Don’t leave your family unprotected should the worst happen to you

Female Financial Advisers

When you reach a turning point in your life, such as buying a new home, getting married, the birth of a child or you have come into some money, you need someone that can help you to make the financial choice that’s best for you.

We believe that you should be able to speak to someone who will make you feel that they have your best interests at heart and that you will always get an honest answer. By being non-judgmental and compassionate, we empower you to grow, evolve and make great financial decisions. Based on an intuitive holistic evaluation, we put a feminine touch to finance.

We want you to feel that you can come to us at any time to ask any questions you may have, being part of your trusted network. We want to help you to build your financial future and be part of your financial family for life. Taking the mystery out of money and bringing harmony into your finances.

We are passionate about making a change to the industry. It doesn’t have to all be pin striped suits and hard sales. Everyone deserves to have access to financial advice regardless of their financial status.

women helping women

How Can We Help You

Contact Us

Complete our simple form and we will match you with your local adviser and they will call you back within 24 hours. This initial half an hour chat is just to answer any of your questions and see how we can help you. We aim to provide you with clarity and peace of mind of what your next step would be. This is at no cost!

After this, if applicable, we can either offer a free consultation or fact finding meeting over the phone or face to face, either at your home or in our office. This will be at our cost and be no commitment to you. Read more about ‘how we work’ here.

Fees only apply after this point and are fully disclosed to you before any work is carried out, ensuring you won’t be charged for anything you haven’t approved.

Our Commitment to you:
• You will always have a female adviser
• You will always have someone local to you
• You will always be spoken to professionally and honestly
• All your information is protected by the Data Protection Act
• You will not be charged any fees until you have approved them
• We promise to act fairly and professional at all times
• Provide whole of market – independent advice, acting on our clients behalf

Clare Rudd

Sarah recently looked after our mortgage application and I would thoroughly recommend her service. She went through all of the possible options, was very knowledgeable and impartial, and also very professional in her approach. I would thoroughly recommend. Thanks so much for all of your hard work Sarah!

Jane Kirk

Charmagne has just bought my new Will in for signing; she’s been really helpful and she made the process really easy – I’d definitely recommend her!

Jane Kirk

Padma Knowles

Melanie has been absolutely fantastic in both her approach and professionalism. She is thorough and looks at the whole picture, as opposed to making a decision based on just one financial element in your life. Melanie listens and genuinely wants to give the best advice and offers you the best solutions for your personal circumstances. It was refreshing to deal with someone who genuinely takes the time to listen and puts your needs at the forefront of what she does, as well as being someone who is extremely approachable. I would highly recommend Melanie if you are looking at a new will, mortgage or life insurance and critical illness cover!

Padma Knowles

Suzie Bannister

Would recommend Rebecca and all her team at Evolution Financial Planning. I have never dealt with more knowledgeable women, who really do talk my language and don’t use complicated jargon.  I had a home visit so didn’t have to travel at all. My finances are now in a much better shape thanks to E4W and I will be using them again very soon to do mine and my husbands will.

Suzie Bannister