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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Recent Post

Preparing Yourself For Retirement

If you are aiming to retire within the next five years, its time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans.

The Bank of Mum and Dad

The Building Societies Association (BSA) have recently published a raft of recommendations as to how the mortgage industry can support the Bank of Mum and Dad in their endeavours to

Stocks and Shares ISA

Helping you realise your long-term financial goals So you’re looking to accumulate a sum of money by investing. You may have a specific amount in mind. This could be to

Are you paying too much tax on your state pension?

Half a million workers past pension age could be paying unnecessary tax A significant number of people working past the state pension age could be paying unnecessary tax on their

Why do you want to invest?

Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of

Are you ready to make plans for your retirement?

One of the most important stages in life which everybody has to save for is retirement. We work hard to enjoy our current lifestyle but are we doing enough to