YOUR FEMALE INDEPENDENT FINANCIAL ADVISER

Let's figure out your
ideal financial future

Independent Financial Advice Tailored for Women, Families, and Business Owners - Helping You Navigate Life's Key Financial Decisions with Confidence and Clarity

BOOK A DISCOVERY CALL

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.

FEATURED IN
FAMILIES | ENTREPRENEURS | WOMEN

YOUR INDEPENDENT FEMALE FINANCIAL ADVISER - REBECCA ROBERTSON IFA...

Proudly offering you a financial advisory service that is dedicated to helping women, business owners and families plan for a secure future. We understand that financial planning can be a daunting task, which is why we provide personalised advice and guidance to help clients like you to develop a financial plan that aligns with your goals and dreams. I'm Rebecca, founder and CEO of Evolution Financial Planning, and I can't wait to help you realise the future you've always wanted.

“Rebecca and her team have taken us on an easy and incredibly beneficial journey into financial planning and awareness. She has supported us every step of the way and the team have kept us on track.
I now feel far more knowledgeable about our finances and I know I can always ask Rebecca for assistance as she explains options and background so well. She also has a great sense of humour which makes financial planning dare I say it fun!” Claire Orr, UK, May 2026

Tailored Support | Bespoke Solutions | Caring Philosophy

LET'S PLAN FOR THE FUTURE LIFESTYLE YOU ARE DREAMING OF

Financial Planning For Families

Providing you with a family first approach to create a financial plan from a 360 degree lifestyle perspective to support your goals...

Find Out More

Financial Planning For
WOMEN

Holistic and pragmatic solutions that will help you to bring to life the financial future you've always envisaged.

EXPLORE THIS

Financial Planning For Entrepreneurs

If it is time for you to think about your own future strategy rather than just your business, we can help you on the journey.

Read More

CURIOUS ABOUT ETHICAL INVESTMENT?

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. Download our free guide, where we demystify the world of ethical investment and provide practical information on how to start investing responsibly today.

Download Yours
BOOK A DISCOVERY CALL

CLIENT FEEDBACK...

"After seeing Rebecca’s work with a close friend, I was very impressed and subsequently sought her advice myself. I have an intermediate knowledge of finance and was pleased that Rebecca took that into account. She didn’t make things too simple, nor too complex. Not only could I tell she really knew her stuff, she was friendly and really approachable with any questions. Would not hesitate to use her again if I needed to"
Cathey Meredith
Essex, April 2026
HONEST | STRAIGHTFORWARD | TRANSPARENT

INDEPENDENT FINANCIAL ADVICE WITH A FRIENDLY APPROACH

Whether you are a growing family looking for a strategy that will give you security and peace of mind as you tackle life's milestones; a woman looking to ensure financial independence is something you have firmly in your gift; or a business owner that is looking for an adviser that understands first hand the intricacies of running a business and the importance of robust individual financial planning, here at Evolution Financial Planning we provide an open and transparent approach to help you achieve your financial goals.

“I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.”Patricia Exley, Hampshire, May 2026

Rebecca Robertson, Evolution Financial Planning - Independent female financial advisor - brand photos taken at The Innovation Centre in Maidstone, by Claire with the Camera. Small Business Brand Photographer Surrey.JPG

EVOLUTION FINANCIAL PLANNING
YOUR FRIENDLY TEAM

Our dedicated team of advisers and administrators are passionate about supporting people like you with a friendly and approachable service to help you optimise your financial situation and plan the future you truly want. Led by award winning IFA Rebecca Robertson, best selling author and TedX speaker, the culture of our business is based upon an open, honest and transparent foundation that supports clients with an end to end process. From the initial introduction where we get to know you through to the provision of personalised holistic advice, our independent approach means we can offer you advice from the whole of the market without being tied to 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 fixed fee which is disclosed clearly. We regularly keep in touch with updates or friendly check ins so you have peace of mind that you have someone working with you as a person, not you as a number. We have helped thousands to gain control over and learn to manage their finances with wealth management and lifestyle planning services – and we can’t wait to help you next.

More About Us

JOIN THE EVOLUTION FINANCIAL PLANNING TEAM

Empowering women in the financial services sector is something we are on a mission to do here at Evolution Financial Planning. If you want to join a team that will encourage, champion and challenge you to be your best then check out more about our active recruitment now…

Explore More

AWARD WINNING
INDEPENDENT FINANCIAL ADVICE

Proud to have been recognised as industry leaders in independent financial advice for women, business owners and families.

Professional advisor awards
Women in Finance
Women in Finance
Untitled design
Untitled design (2)
Smile. Smile logo. Yellow logo smile. (Logo) (1)

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

LIFESTYLE FINANCIAL PLANNING

Lifestyle financial planning can empower women to take control of their financial future by identifying their specific goals and creating a comprehensive plan that addresses your unique needs.

MORTGAGE
ADVICE

A mortgage is a loan secured against your home.

Please note: Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

PENSIONS
ADVICE

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.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

Financial Coaching

Gain clarity, confidence, and control over your finances with personalised coaching designed around your goals, lifestyle, and future plans.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

LIFESTYLE FINANCIAL PLANNING

Is it time that you looked to what the future could really hold for you financially?

FIND OUT MORE

READ THE LATEST ARTICLES ON ALL THINGS FINANCE...

Doing Good Feels Good

For 2026, Evolution Financial Planning is proud to support Unleashed Women by The Hunger Project UK, a global community empowering women to break the cycle of hunger and poverty. By backing women as leaders and change-makers, we are helping to build healthier families, stronger communities and a more resilient future.

FIND OUT MORE

Frequently Asked Questions

If there is a question we don’t answer, please get in touch!

An independent female financial adviser is a qualified financial professional who provides personalised financial advice while being able to consider a broad range of suitable financial products and providers. At Evolution Financial Planning, Rebecca Robertson provides independent financial advice with a particular focus on helping women, families and business owners make informed decisions about their money and their future.
 

Choosing a financial adviser is very personal, and some women simply feel more comfortable discussing money, family responsibilities, careers, relationships and major life changes with another woman. A female financial adviser can also bring an understanding of some of the financial challenges women commonly experience, including career breaks, caring responsibilities, divorce, inheritance and retirement planning. The most important thing is finding an adviser you trust and feel comfortable speaking openly with.

Independent financial advice means the adviser is not limited to recommending investments from a particular provider or a restricted panel. Independent advisers must assess an appropriately broad range of financial products and provide advice that is unbiased and suitable for the individual client.

Financial advice can cover much more than investments. Evolution Financial Planning can help you understand where you are financially, decide what you want your money to achieve and build a plan around those goals. This may include retirement planning, pensions, investments, inheritance, financial protection, planning following divorce or separation and longer term financial planning for you and your family.
 
No. Financial planning is about making informed decisions with the money and assets you have. People seek financial advice at many different stages of life, particularly when they have reached a point where their finances have become more complicated or when an important decision could have a significant impact on their future.
 
There is no single right time. Many people seek advice when something changes, such as receiving an inheritance, getting divorced, approaching retirement, selling a business, changing career, receiving a large bonus or simply realising they want a clearer plan for their financial future. You do not need to wait for a major life event to start planning.
Yes. Financial independence starts with understanding your own financial position and feeling able to make informed decisions about it. Financial planning can help you understand your pensions, savings, investments, income, protection and longer term goals, then create a strategy that reflects the life you want to build.
Yes. Retirement planning can include reviewing existing pensions, understanding how much income you may need in later life, considering when you would like to retire and looking at how your pensions, savings and investments could work together. The aim is to give you a clearer picture of what retirement could look like and what you may need to do to get there.
Yes. Receiving an inheritance can create opportunities, but it can also leave you with some significant decisions to make. Financial advice can help you consider how an inheritance fits into your wider financial position, including savings, investments, pensions, property, family priorities and your longer term goals.
 
Yes. Divorce or separation can fundamentally change your financial position. Financial planning can help you understand what you have, what you may need in the future and how decisions involving pensions, investments, savings and other assets could affect your longer term financial security.
Evolution Financial Planning works with women at many different stages of life, from building wealth and growing businesses to navigating divorce, inheritance and retirement. The advice is always based on your individual circumstances rather than assumptions about what women should want from their money.
 
Yes. Personal and business finances are often closely connected. Financial planning for business owners can include considering your personal financial goals alongside pensions, investments, protection, retirement planning and the wealth you are building through your business.

The starting point is a conversation about you rather than financial products. You can talk about where you are now, what you would like your future to look like and any financial decisions or concerns you are currently facing. From there, Evolution Financial Planning can explain whether financial advice could help and what the next steps would involve.

Reviews and Ratings for Financial adviser Rebecca Robertson, London

Join Our Next Webinar On Divorce Without Financial Regret

The Key Money Decisions to Understand Before, During and After Separation
 

Join Rebecca Robertson and Divorce Expert Ellie Foster

19th November 2026 | 1.00pm
Book your complimentary place