Protecting your wealth: identifying your investment objectives is a lifelong process
A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money...
Plan for the life YOU want by asking questions that will shape your future
No two people have identical financial circumstances, which is why it’s essential you have your own total wealth solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world. A broad knowledge of everything...
Protecting what matters to you: those dearest to us, and those financially dependent upon us
If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning should be to ensure that you’ve made provision for your family and any dependants in the event...
Should I invest into a pension or an ISA?
Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) and pensions. Tax-efficiency is a key consideration when investing because it can make a considerable difference to your wealth and...
Creating a total wealth solution
If you do not know where you are going on your journey, how will you know when you arrive? This is so true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts....
Job Opportunity: New Client Liaison
At Evolution Financial Planning we provide access to financial advice and believe it is invaluable that our clients are aware of the importance of striving for financial independence, through a combination of having less debt, increasing their savings and maximising...
Comment: Nest removes tobacco investments from its portfolios
We were encouraged to read that the National Employment Savings Trust or Nest, which operates the government’s Workplace Pension Scheme and helps employers to meet their auto-enrolment obligations, has announced that it will be removing tobacco investments from all of...
Evolution Financial Planning’s Rebecca Robertson celebrates a double win!
Evolution Financial Planning’s founder Rebecca Robertson was delighted to be recently named both Role Model of the Year at the 2019 Women in Financial Advice Awards and Financial Advisor of the Year at the Women in Finance 2019 Awards! The judges at the Women in...