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

AS QUOTED IN

Recent Post

Visualise Your Future

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

Protecting Wealth

Protecting your wealth: identifying your investment objectives is a lifelong process

A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account

Plan for the life you want

Plan for the life YOU want by asking questions that will shape your future

No two people have identical financial circumstances, which is why it’s essential you have your own total wealth solution that meets your individual needs and goals. Planning for financial success

Protecting What Matters

Protecting what matters to you: those dearest to us, and those financially dependent upon us

If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your

Pension or ISA?

Should I invest into a pension or an ISA?

Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) and pensions. Tax-efficiency is a key consideration when investing because

Creating a total wealth solution

Creating a total wealth solution

If you do not know where you are going on your journey, how will you know when you arrive? This is so true about the importance of having financial goals.