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Comprehensive financial planning advice for women, by women
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Welcome to Evolution Financial Planning Ltd

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!

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

Find out more about us here

Our Services

Any form of communication of a promotional nature that invites or induces a customer to purchase a financial product or to use a financial service.

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

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.

Lifestyle Financial Planning

If you had enough money – how would you choose to live your life?

Awards

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Read the latest in financial planning advice for women

Tax-efficient shelters

Use your ISA allowance or lose it forever Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite the tax year date remaining

Time to update your planned retirement date?

Savers risk missing out on money from their final pension pot Millions of savers risk missing out on money from their final pension pot if their provider doesn’t have their

A long life needs a smart retirement plan

Reaching the big 50 can be a financial wake-up call Your 50s are a crunch time when saving for your retirement. If you’ve already set a retirement savings target but

couple running

Bolstering day-to-day retirement living

Releasing money from your home without having to move Equity release is a way of releasing money from your home without having to move, either by taking out a type

Making investment decisions into old age

Seven in ten retirees have not set up a Lasting Power of Attorney More than 615,000 pensioners are on course to make investment decisions into old age but new research[1]

Stocks & 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

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.