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Lifestyle Financial Planning

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

  • Where you are with your finances right now;
  • Your goal – exactly where you want to be;
  • And what you need to do with your finances between now & then, to make it happen.

4.9 out of 5 on vouchedfor.co.uk

Welcome to Evolution Financial Planning

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!

Find out more about us here

Our Services

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

Let’s be honest. A mortgage is probably the biggest financial commitment you’ll ever make. And you need to get it right!

Pensions

Let’s be honest – we all want to retire as soon as we possibly can! But when you step back from your career or your business, life goes on.

Investments

Investing for the first time can feel like a major leap. Especially when you’ve inherited a large sum or worked SO hard to earn it, you really want to make the right decision.

Lifestyle Financial Planning

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

Awards

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Healthy, wealthy and well advised

Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics

Goldilocks Economy

How to prepare your portfolio for inflation Very low or very high inflation is damaging to the economy. The aim is usually to try and keep the Consumer Prices Index

Stocks & Shares ISAs

Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to

Investment trusts

Making money by investing in other companies An investment trust is a public company that raises money by selling shares to investors, and then pools that money to buy and

With-profits funds

Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum using a life insurance policy, you might choose to invest in a

Pooled Investment funds

Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining sums of money from many people into