Empowering your financial future

Supporting you with creating your ideal financial future

Book a free discovery call today and let’s discuss your financial goals.


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.

Welcome to
Evolution Financial Planning Ltd

We specialise in supporting business owners achieve long term financial security and stop work sooner, families create a long term legacy and women to become financially independent by offering bespoke 121 financial advice.

We typically have two types of clients, employed and self-employed/limited company directors. However they both have the same aim to maximise their financial position,  so they can stop work or retire comfortably, if they have family, they want to protect them from any bumps in the road and they want to live their life on their terms.

We support clients by taking them through a ‘get to know you’ process and then providing holistic advice, based on their overall circumstances. Taking into account their needs, businesses and families. The advice is independent, meaning we aren’t tied to any 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 fix fee which is disclosed clearly and regularly keep in touch with updates or friendly check ins.

We have helped thousands to gain control over and learn to manage their finances. We are passionate about wealth management and financial planning.

Our all-female team is led by founder Rebecca Robertson – Independent Financial Adviser of the Year 2019, Times Top 100 Financial Advisers, TEDx Speaker, Amazon Best Seller and Author.

She believes that the financial services industry needs to change, with more diversity and transparency. Rebecca says, “We need more women and advisers from different back grounds, we need less jargon and more straight talking honesty. I hope myself and the team can make a difference to people, one client at a time”.

Book a discovery call and lets discuss your goals.

The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

Find out more about us here


Our Services

There are a range of ways we can support you with your finances.


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.


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.


The value of investments and income from them can go down. You may not get back the original amount invested.

Wills & Estate Planning

Let us use our 20 years of experience to help with your future planning

Ethical Investing Guide

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.


Women in Finance
Women in Finance
Women in Finance

Read the latest in wealth management and financial planning advice



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.

In this guide, we demystify the world of ethical investment and provide practical information on how to start investing responsibly today.