Home - Evolution Financial Planning
Comprehensive financial planning advice for women, by women
REQUEST A CALL

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

AS QUOTED IN

Read the latest in financial planning advice for women

Working into old age

Three quarters of UK employees say they won’t be able to retire by the age of 65 Britain is growing old, and not just proverbially. As the population is set

Starting-out-page-slider

Generation game

Lending soars at Bank of Mum and Dad The Bank of Mum and Dad has been branded as socially divisive and a symptom of Britain’s broken housing market as new

‘Sandwich generation’ carers

Nearly half a million quit their careers in the last two years alone The decision to look after an elderly, ill, or seriously disabled relative has been made by 2.6

pension planning

Parents and grandparents delay passing on wealth

Growing uncertainty over the future cost of care the main concern Increasingly, we read and hear about how the Bank of Mum and Dad is being stretched to the limit,

Health Fears

Barrier to employment and retention of older workers Older workers are an invaluable component of the UK workforce, given their extensive industry knowledge and expertise that all colleagues – particularly

Tax-wise

Make the most of your valuable allowances, reliefs and exemptions Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5

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.