FIND OUT MORE ABOUT US...

DEDICATED TO
SERVING YOU

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.

CEMAP | CERER | MSWW -FINANCIAL PLANNER (NON-INVESTMENT), MORTGAGE/ PROTECTION ADVISER

JENNIE DELELIS

Your top rated Mortgage Broker and Protection Adviser - I am proud to be part of the Evolution Financial Planning Team!
Having worked with Rebecca and the team for over 7 years now, I love helping families, women and businesses plan for their future and the future of their families. I feel privileged to be part of my clients’ financial journey and want to inspire and support them in achieving their goals. I know only too well the importance of being able to understand what’s going on financially, and by using comprehensible language and thorough explanation, I provide a quality service to assist my clients in feeling confident and secure around their finances.

“Rebecca and her team have taken us on an easy and incredibly beneficial journey into financial planning and awareness. She has supported us every step of the way and the team have kept us on track.
I now feel far more knowledgeable about our finances and I know I can always ask Rebecca for assistance as she explains options and background so well. She also has a great sense of humour which makes financial planning dare I say it fun!” Claire Orr, 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.

CLIENT RELATIONSHIP MANAGER

KATIE MANSEY

I'm delighted to work as the Client Relationship Manager with Evolution Financial Planning. With 5 years of experience in working with Rebecca and the team in the field, I have developed a passion for connecting with clients and helping them achieve success.
In my role, I am committed to building strong, lasting relationships with each and every one of our clients, understanding their specific needs and tailoring our solutions accordingly. I believe that communication is key in any successful relationship and make it a top priority to be responsive and attentive to our clients’ needs. With my expertise in customer service, sales, and account management, I am confident in my ability to deliver exceptional results and exceed expectations.

“I had the pleasure of working with Rebecca as my financial advisor. 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, UK via Trustpilot 

TESTIMONIALS

OUR HAPPY CLIENTS

Lesley Legget St Albans/Dacorum 

ADMINSTRATOR

BECKY BOSMAN

I have had the pleasure of working with Rebecca for many years, and providing general administration support for Evolution Financial Planning is a real privilege, especially when I get to see the impact the team has for clients. 

From diary management to supporting with accounts, I am on hand to make sure the back end of the business runs smoothly, and as a team we are all able to focus on you as customers as the top priority.

“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.