AWARD WINNING INDEPENDENT FINANCIAL ADVISER

REBECCA
ROBERTSON IFA

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.

EXPERTISE | EXPERIENCE | ENERGY

YOUR CARING FEMALE INDEPENDENT FINANCIAL ADIVSOR

I'm Rebecca - Founder and CEO of Evolution Financial Planning. I'm proud to work as your partner, empowering you with a financial plan that allows you to bring your dream life into reality. I connect with clients through meaningful conversations to embark on a journey of financial clarity.
With over 22 years of experience across various roles within the financial services sector, I established Evolution Financial Planning in 2011. My mission was clear – to empower women, entrepreneurs and families, equipping them with the tools to seize control of their financial destinies and attain enduring security.

“I had the pleasure of working with Rebecca as my financial adviser. Rebecca is extremely knowledgeable and experienced when it comes to all aspects of personal finance, including investments, retirement planning, and tax strategies. She took the time to truly understand my financial goals and tailored her advice and recommendations to my specific needs.” Nicole Newbury, 2023, via Trustpilot

HELPING YOU TO TAKE CONTROL OF YOUR FINANCES - LET'S GET STARTED

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.

MY WORLD BEYOND FINANCE...

Not only an Independent Financial Adviser but also a dedicated horse rider and nature enthusiast... You'll often find me outdoors, or enjoying a comforting cup of tea on my sofa, relishing the simple joys of life.

My love for tea, Lindt chocolate, and a vegetarian lifestyle mirrors my philosophy of embracing the finer things life has to offer while staying mindful of our choices. Nestled in the beauty of North Kent, I share my world with a lively family – two wonderful children, a supportive husband, two graceful horses, three adorable rabbits, two loyal dogs, and my gorgeous cat. My deep connection with animals feeds my soul and inspires me on a daily basis.

My commitment to your financial literacy drives me to walk you through every step at your pace. Your understanding matters deeply to me, and I want you to feel cared for throughout this journey. Whether it’s mortgages, wills, life insurance, pensions, or investments, we’ve got you covered. Our passion lies in placing you firmly at the helm of your financial voyage.

TESTIMONIALS

MY HAPPY CLIENTS

Lucy Hay, Malmesbury, 1st March 2022

AN AWARD WINNING APPROACH

Beyond my role as an Independent Financial Adviser, I am a seasoned public speaker, an award-winning author, a TEDx presenter, and the host of an enlightening podcast. I’m devoted to championing women, families and business owners with fostering their confidence to script their financial story.

My expertise has earned recognition from notable sources – Forbes Magazine, The Financial Times, BBC Radio, Simply Woman & Home, and the Daily Express, to name a few. I proudly hold The Times’ ‘Most Vouched For’ Adviser title and have been honoured with awards including Financial Adviser of the Year at the Women in Finance Awards, Role Model of the Year at the Women in Financial Advice Awards, and Customer Service Winner at the Kent Women in Business Awards.

CLEAR | CONSCISE | CONSISTENT

MY COMMITMENT TO YOU:

Understanding the financial challenges that you encounter are always unique, I am committed to nurturing your assurance in managing your finances. Specialising in wealth management and lifestyle financial planning, I stand ready to guide you and your family towards a future of financial empowerment and stability.

 

“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

BOOK YOUR DISCOVERY CALL

Book a call and gain valuable insight that can support you to make the most informed decisions about your financial future.