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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.

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?

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Establish financial and lifestyle goals

Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth is essential if you want to get a picture of your future responsibilities and aspirations.

Visualise your future

Reaching a state of complete financial well-being Financial well-being ultimately comes from achieving financial security and independence. When you’ve reached a state of financial well-being, you’ve got to a point

Maintaining a diversified portfolio

Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the

Review your needs and goals

Take the time to think about what you really want from your investments You need to consider what you really want from your investments. Knowing yourself, your needs and financial

dying without a will

Looking at the bigger picture

Creating plans of action to ensure you reach your financial goals To be prepared for the road ahead, it’s critical to think about having a plan. For many people it’s

Make financial freedom a reality

Wealth briefing

Making good choices with your life investments One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the