Why us

Here are some of the key reasons to choose Evolution for your financial planning:

  • The world of finance is traditionally male-dominated, yet many people prefer a female financial adviser. Evolution comprises an all-female team made up of financial planners, mortgage brokers and will writers. Perhaps it’s because we’re all women, but you’ll find we work in an unusually collaborative way
  • We’re fully qualified and experienced experts. Thousands of clients trust us to provide a friendly service, quality advice and great value. Read testimonials here
  • People say we’re empathetic, understanding and patient. Because each consultation is unrushed, you can be sure that all your questions will be answered and that you’ll be comfortable with the results
  • As Independent Financial Advisers, we’re not tied to any one provider. That means you receive the best recommendations for you, from the whole of the market. You benefit from holistic advice that covers your entire financial situation and helps you achieve your goals
  • As professional advisers, we can access financial products that you won’t find on the Internet or the High Street. That means you can be confident you’re getting the best possible deal
  • When you want a fresh approach, try Evolution Financial Planning

Which areas do you cover?

Our female financial advisers are based in various locations across the south of England and Wales. Here are the main areas we cover:

  • Berkshire
  • Buckingham
  • Cardiff
  • Essex
  • Hertfordshire
  • Kent
  • London
  • Middlesex
  • Oxfordshire
  • St Albans
  • Whitstable

If you’re in or near any of these areas, you can book an informal chat at our offices or arrange for us to sit down with you in the comfort of your own home. If you’re elsewhere in the UK, we can work just as effectively over the phone.

After discussing your financial requirements and understanding your individual circumstances, we’ll provide bespoke advice and recommendations for you to follow.

Naturally, all the information you share is completely confidential.

You’ll benefit from peace of mind, knowing that you are protecting the future for yourself and your family.

Get Started

Meet the team:

Rebecca Robertson

Rebecca Robertson

Director | Independent Financial Advisor

Pension, Investment, Mortgage, Wills and Protection.

Read More About Rebecca

Sarah Drakard

Sarah Drakard

Independent Financial Advisor

Pension, Investment, Mortgage, Wills and Protection Advisor

Read More About Sarah

Jennie Delelis

Jennie Delelis

Financial Planner (non-investment) - Mortgage Broker - Will Writer

Mortgage, Will Writer and Protection Advisor

Read More about Jennie

Lowri Clement

Lowri Clement

Financial Planner (Non-investment) - Mortgage Broker - Will Writer

Mortgage, Will Writer and Protection Advisor

Read More about Lowri

Michelle Russell

Michelle Russell

Financial Planner (non investment) – Mortgage Broker - Will Writer

Mortgage, Will Writer and Protection Advisor

Read More about Michelle

Silvia Johnson

Silvia Johnson

Financial Planner (non investment) – Mortgage Broker - Will Writer

Mortgage, Will Writer and Protection Advisor

Read More about Silvia