ABOUT THE EVOLUTION FINANCIAL PLANNING TEAM

MEET OUR
TEAM

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.

INDEPENDENT FINANCIAL ADVICE FROM AN ALL FEMALE TEAM

In an industry which is traditionally male dominated and led with a lot of jargon and technical speak, we are proud to offer you something different here at Evolution Financial Planning.
As an all female team of advisers, planners and administrators we have one common goal - to provide you with a range of services that can give you holistic financial advice that takes into account your overall situation. When you choose to work with us, you will get personalised service that has your best interests at the centre of all decision making.

Years of Experience
Best Selling Books
Happy Clients
+
Funds Invested

WHY CHOOSE US HERE AT
EVOLUTION FINANCIAL PLANNING

Covering all of the UK with either an online or in person service (if based in the South East), we have a fully transparent approach that will give you complete clarity and confidence when it comes to helping you navigate your financial strategy. Whether you are looking to reduce debt or save for one of life’s milestones; plan your retirement or look at ethical investment options, our specialist team of advisers can help you, and with access to the whole of market you will get the best offers available every time.

OUR CORE APPROACH

OUR KEY DIFFERENTIATORS...

ALL FEMALE
TEAM

We are proud to be a highly qualified and experienced all-female team made up of financial planners, advisers and mortgage brokers, meaning that we provide a range of financial management services. 

QUALITY FRIENDLY SERVICE

Our team is comprised of passionate, professional, friendly industry experts, and we pride ourselves on the quality, approachable service that we provide to thousands of our trusting clients each year. 

TRULY
INDEPENDENT

As Independent Financial Advisers, we are not tied to any single provider. This means that we can provide whole of market independent advice to consider all providers and their products when sourcing a suitable solution for you, giving you the most opportunity when it comes to finding the best options for your needs.

INDUSTRY
INSIGHT

As  a professional team of advisers, we have access to financial products that you won’t find on the internet or high street. By working with us, you’ll gain access to these otherwise non-accessible products and be confident that you are getting the most appropriate and suitable deal based on your needs, circumstances and preferences.

TESTIMONIALS

OUR HAPPY CLIENTS

Lesley Leggett, EC St Albans/Dacorum, 2020

LET US INTRODUCE OURSELVES

Our dynamic team are passionate professionals, working tirelessly to provide exceptional service and innovative solutions to our clients. We are proud of our team’s collaboration, commitment, and dedication to achieving our shared goals.

Rebecca Robertson

FOUNDER & CEO

KATIE
MANSEY

CLIENT MANAGER

JENNY DELELIS

FINANCIAL PLANNER

BECKY BOSMAN

ADMINISTRATOR

ARE YOU READY FOR A FRESH APPROACH TO YOUR FINANCIAL PLANNING?

Book a free 20 minute discovery call where we can explore how we can help you and your unique situation. Our Client Manager Katie will be able to answer all your questions about our approach and establish if there is a good fit for working together.

OUR VISION & VALUES

Our vision as independent financial advisers is to empower and educate our clients on how to achieve financial freedom and security. With a client-centric approach, we seek to help as many individuals and families as possible by providing personalised financial solutions that cater to their unique needs and goals. We strive to constantly adapt and innovate in the ever-changing financial landscape to provide our clients with the best advice and services. Our mission is to build and maintain long-lasting relationships with our clients, based on trust, transparency, and reliability. We envision a world where everyone can achieve their financial dreams and goals, and we are committed to helping as many people as we can to turn their aspirations into reality.

INTEGRITY

Our commitment to integrity means that we maintain the highest ethical standards and follow regulatory requirements that guide our industry. We take great care to ensure that our clients fully understand our processes and recommendations, and always work to provide objective advice based on thorough research and analysis with a commitment to continuous improvement.

OPENNESS

In a field where trust is paramount, being open and transparent with clients about fees, risks, and potential outcomes is crucial to establishing lasting relationships built on mutual trust and respect. Our openness allows us to foster a culture of collaboration and communication with their clients, resulting in a better understanding of their respective needs and goals.

CURIOSITY

By being curious, we are able to foster a deeper understanding of our clients' unique financial goals, allowing us to recommend solutions that lead to greater success. Curiosity also drives us to continuously educate ourselves on the latest financial trends, products, and services, enabling us to provide clients with expert guidance that helps us to stay ahead of our competitors.

CLEAR | CONSCISE | CONSISTENT

OUR COMMITMENT TO YOU:

  • You will always have a female adviser
  • You will always be spoken to professionally and honestly
  • All your information is protected by the relevant GDPR policies.
  • You will not be charged any fees until you have approved them
  • We promise to act fairly and professionally at all times
  • We provide independent advice, acting on our client’s behalf

“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 2019