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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.

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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.


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


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.


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?



Recent Post

Every journey starts with a destination

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Planning for every eventuality

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Making plans for your retirement

Making Plans for your retirement...   Tailored to match your particular needs and aspirations. One of the most important stages in life which everybody has to save for is retirement.

What’s your magic number?

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Your Future: how to build wealth that stands the test of time

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Mortgage Payment Holidays – are they the right decision for you?

In these ever-changing times and in the wake of the ongoing Covid-19 global pandemic, much has been publicised of the Government's decision to ensure many banks and lenders offer mortgage