Rebecca Robertson CeMAP DipFA
Director – Independent Financial Adviser – Mortgage Broker – Will Writer
As well as being an Independent Financial Adviser I am a keen horse rider and you will often find me outdoors or having a cup of tea on the sofa. I love tea, Lindt chocolate and I am vegetarian. I live in North Kent with my family of 2 children, 1 husband, 2 dogs and 3 cats.
I speak to clients on the phone or via an online call for an initial conversation then I can visit them either at their home or our Kent or London Offices.
What is your financial goal? Where do you want to get to? What are you wanting to achieve? Are the first key questions I asked clients.
Having worked in the financial services industry for over 18 years in a variety of management and adviser roles, I set up Evolution Financial Planning in 2011 with the aim of enabling women and their families to take control of their finances in order to achieve long-term financial security.
I’m passionate about ensuring my clients understand their finances completely and I do this by walking them through everything at their pace. It’s important to me that my clients feel looked after.
Whether looking for a mortgage, Will, Life Insurance, Pension and Investments, we can help. We’re passionate about putting our clients firmly in the driving seat when it comes to their finances!
Do get in touch via the office on 0330 332 2612 or email me at firstname.lastname@example.org
I am also a professional public speaker and you can find out more about my public speaking experience by clicking here.
Women in Finance/banking” – 2012 Jo Cameron’s Achievers Academy for Women
Kent Independent Traders Awards 2013 – Runner-up ‘Customer Services’
Kent Independent Traders Awards 2013 – Finalist ‘Business Growth’
Kent Women in Business – Small Business Owner of the year 2014 – Runner Up
Kent Independent Trader Awards 2014 – Finalist Professional
Kent Women in Business – Winner 2015 – Customer Services