Rebecca Robertson

Rebecca Robertson CeMAP DipFA

Director – Independent Financial Adviser – Mortgage Broker – Will Writer

Award Winning – TEDx Public Speaker – Featured in the Independent ‘women in finance’ –Women’s Section Writer for ‘Mortgage Introducer magazine’ – Financial Expert for ‘The Talented Ladies Club’ – Regular on BBC Radio Kent.

I am an Independent Financial Adviser and also founder of Evolution Financial Planning.

Having worked in the financial services industry for over 16 years in a variety of management and adviser roles, I set up Evolution Financial Planning with the aim of enabling women to take control of their finances in order to achieve long-term financial security.

I am also a professional public speaker and you can find out more about my public speaking experience by clicking here.

All our advisers work tirelessly to give our clients peace of mind and security that their financial situation is taken care of and is right for their personal circumstances. We ensure we take time to give our clients independent and holistic advice based on their needs, and we’re proud of the service we provide.

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 and that they can rest assured I’m on top of any changes that need to be made where relevant.

Whether looking for a mortgage, will, life insurance, or advice on how to make money go further, 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

Myself and the team have many testimonials on Linkedin, Google Plus or check out our testimonial page for more information – its out clients brilliant feedback that keeps us pushing forward to achieve more for our clients.

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Rebecca Robertson


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

rebecca robertson
Kent Business Winners
Kent Business Awards
Kent Awards
Kent Business Woman