YOUR FEMALE INDEPENDENT FINANCIAL ADVISER

Let's figure out your
ideal financial future

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

FEATURED IN
FAMILIES | ENTREPRENEURS | WOMEN

YOUR INDEPENDENT FEMALE FINANCIAL ADVISER - REBECCA ROBERTSON IFA...

Proudly offering you a financial advisory service that is dedicated to helping women, business owners and families plan for a secure future. We understand that financial planning can be a daunting task, which is why we provide personalised advice and guidance to help clients like you to develop a financial plan that aligns with your goals and dreams. I'm Rebecca, founder and CEO of Evolution Financial Planning, and I can't wait to help you realise the future you've always wanted.

“Rebecca and her team have taken us on an easy and incredibly beneficial journey into financial planning and awareness. She has supported us every step of the way and the team have kept us on track.
I now feel far more knowledgeable about our finances and I know I can always ask Rebecca for assistance as she explains options and background so well. She also has a great sense of humour which makes financial planning dare I say it fun!” Claire Orr, March 23, UK

Tailored Support | Bespoke Solutions | Caring Philosophy

LET'S PLAN FOR THE FUTURE LIFESTYLE YOU ARE DREAMING OF

Financial Planning For Families

Providing you with a family first approach to create a financial plan from a 360 degree lifestyle perspective to support your goals...

Financial Planning For
WOMEN

Holistic and pragmatic solutions that will help you to bring to life the financial future you've always envisaged.

Financial Planning For Entrepreneurs

If it is time for you to think about your own future strategy rather than just your business, we can help you on the journey.

CURIOUS ABOUT ETHICAL INVESTMENT?

You know how important it is to invest wisely. But you also want to ensure that your investments will not do any harm to people or our planet while they make a healthy return. Download our free guide, where we demystify the world of ethical investment and provide practical information on how to start investing responsibly today.

CLIENT FEEDBACK...

"After seeing Rebecca’s work with a close friend, I was very impressed and subsequently sought her advice myself. I have an intermediate knowledge of finance and was pleased that Rebecca took that into account. She didn’t make things too simple, nor too complex. Not only could I tell she really knew her stuff, she was friendly and really approachable with any questions. Would not hesitate to use her again if I needed to"
Cathey Meredith
Location; Essex, 20th September 2018
HONEST | STRAIGHTFORWARD | TRANSPARENT

INDEPENDENT FINANCIAL ADVICE WITH A FRIENDLY APPROACH

Whether you are a growing family looking for a strategy that will give you security and peace of mind as you tackle life's milestones; a woman looking to ensure financial independence is something you have firmly in your gift; or a business owner that is looking for an adviser that understands first hand the intricacies of running a business and the importance of robust individual financial planning, here at Evolution Financial Planning we provide an open and transparent approach to help you achieve your financial goals.

“Rebecca and her team were very supportive throughout the whole process. This was the first time I have used a financial adviser and Rebecca made it so easy. She explained my options and answered my questions in a supportive and friendly environment. I feel that I have more understanding and control over my financial future thanks to Rebecca” Heather McKay, Kent, 2023

Rebecca Robertson Independent female financial advisor - brand photos taken at The Innovation Centre in Maidstone, by Claire with the Camera. Small Business Brand Photographer Surrey.JPG

EVOLUTION FINANCIAL PLANNING
YOUR FRIENDLY TEAM

Our dedicated team of advisers and administrators are passionate about supporting people like you with a friendly and approachable service to help you optimise your financial situation and plan the future you truly want. Led by award winning IFA Rebecca Robertson, best selling author and TedX speaker, the culture of our business is based upon an open, honest and transparent foundation that supports clients with an end to end process. From the initial introduction where we get to know you through to the provision of personalised holistic advice, our independent approach means we can offer you advice from the whole of the market without being tied to one provider.

We know how difficult it can be to make decisions regarding your finances, and it’s important to get them right. Working with an adviser you trust and feel comfortable with is key, therefore we allow our clients to take things at their pace, charge an up front fixed fee which is disclosed clearly. We regularly keep in touch with updates or friendly check ins so you have peace of mind that you have someone working with you as a person, not you as a number. We have helped thousands to gain control over and learn to manage their finances with wealth management and lifestyle planning services – and we can’t wait to help you next.

JOIN THE EVOLUTION FINANCIAL PLANNING TEAM

Empowering women in the financial services sector is something we are on a mission to do here at Evolution Financial Planning. If you want to join a team that will encourage, champion and challenge you to be your best then check out more about our active recruitment now…

AWARD WINNING
INDEPENDENT FINANCIAL ADVICE

Proud to have been recognised as industry leaders in independent financial advice for women, business owners and families.

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

LIFESTYLE FINANCIAL PLANNING

Lifestyle financial planning can empower women to take control of their financial future by identifying their specific goals and creating a comprehensive plan that addresses your unique needs.

INDEPENDENT MORTGAGE
ADVICE

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.

INDEPENDENT PENSIONS
ADVICE

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.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

LIFESTYLE FINANCIAL PLANNING

Is it time that you looked to what the future could really hold for you financially?