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Comprehensive wealth management and financial planning advice for women
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Welcome to
Evolution Financial Planning Ltd

We help women manage their finances and make smart financial decisions with complete confidence.

We know how difficult it can be to make decisions regarding your finances, and it’s important to get them right.

We have helped thousands of women gain control over and learn to manage their finances. We are passionate about wealth management and financial planning, and we specialize in helping women gain financial clarity in their lives.

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

Whether it’s planning for your future, a new mortgage or how to best invest your inheritance, we’d love to support you. Get in touch today and see how we can help!

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

Find out more about us here

WHY CHOOSE US?

Here at Evolution Financial Planning Ltd, we understand the importance of wealth management and believe that everybody should have access to financial advice. Whether you want to reduce debt, increase savings, or maximise the money you already have, it can feel difficult to know where to start.

We provide bespoke, holistic financial advice to every individual, enabling clarity and long-term financial stability for all of our clients. We nurture and take our clients through life’s milestones, helping them achieve their financial goals, and guiding them along the way.

Our wealth management advice and financial planning services include:

  • Life and Critical Illness Insurance
  • Mortgages
  • Investments
  • Pensions
  • Holistic Financial Advice

Our Services

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

Mortgages

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.

Pensions

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.

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.

Awards

AS QUOTED IN

Read the latest in wealth management and financial planning advice for women

ETHICAL INVESTMENT, THE FREE GUIDE!

YOUR INDEPENDENT GUIDE TO ETHICAL INVESTING.

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.

DOWNLOAD NOW

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.