INDEPENDENT FINANCIAL ADVICE FOR FAMILIES

FINANCIAL ADVICE FOR
FAMILIES

We truly understand the challenges that families face when it comes to financial planning. You have goals and ideas on homes, education, travel and retirement and we want to support you to achieve them! Our mission is to provide heartfelt guidance, ensuring a brighter future for you and your loved ones. Take control with personalised lifestyle financial planning, crafted with empathy and tailored to your unique goals and family’s needs.

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.

KNOWLEDGE | FLEXIBILITY | GROWTH

INDEPENDENT FINANCIAL ADVICE FOR FAMILIES

The most natural thing you want to do as parents is to provide the best possible future for your family unit. Whether it's saving for university education, buying a new home, or planning for retirement, it's important to have the right financial plan in place. At Evolution Financial Planning, we provide lifestyle financial planning advice tailored to the unique needs of your family.
Our team of experts will work with you to develop a comprehensive plan that helps you achieve your financial goals while supporting your family's dreams and aspirations.
We understand that every family has different needs, which is why we offer a range of services, including budgeting, investing, debt management, and retirement planning. We want to empower you with the tools you need to make informed financial decisions that will benefit your family - whatever that dynamic looks like.

“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

TAKE OUR FINANCIAL LANDSCAPE QUIZ TO FIND OUT WHERE YOU YOU CAN FOCUS...

Answer these 19 questions about your current financial situation – it takes just a couple of minutes and is completely free. Your responses will give you a great insight into where you need to focus…

ARE YOUR FAMILY FINANCES KEEPING YOU AWAKE AT NIGHT?

In today's economy, more and more families are facing various financial challenges, with rising costs, an uncertain property market and changes in employment. We know how worrying that can be...

As a young growing family, here are some important financial aspects you’ll need to address:

1. Budgeting and Expenses: Getting a comprehensive handle and understanding of your household expenses.

2. Emergency Fund: Having headroom for unforeseen expenses is crucial if you want peace of mind

3. Insurance: Getting clear on your families protection needs including life insurance, health insurance, and home insurance is essential for financial planning.

4. Savings and Investments: Knowing your lifestyle goals and aspirations will support you with making the most informed decisions.

5. Debt Management: A crucial consideration is to have a plan for managing and minimising your debt exposure.

6. Tax Planning: We can help you with understanding tax strategies and benefits available to families in the UK, such as tax credits for children, marriage allowance, and childcare vouchers.

7. Estate Planning: Estate planning is essential for ensuring the smooth transfer of assets should the unthinkable happen.

8. Childcare Costs:  Understanding the various options for childcare and how these costs can affect your budget is a key consideration. 

9. Mortgages: Reviewing your mortgage interest rate to ensure you have the best deal on the market.

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

LIFESTYLE FINANCIAL PLANNING

Lifestyle financial planning can empower women to take control of their financial future by identifying their specific goals and creating a comprehensive plan that addresses your unique needs.

INDEPENDENT MORTGAGE
ADVICE

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

INDEPENDENT PENSIONS
ADVICE

A pension is a long-term investment. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of investments can fall as well as rise and you may not get back the amount originally invested.

INVESTMENTS

The value of investments can fall as well as rise and you may not get back the amount originally invested.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

NOT SURE WHERE TO START?

BOOK A DISCOVERY CALL TO EXPLORE YOUR FINANCIAL PLAN...

TESTIMONIALS

OUR HAPPY CLIENTS

Rebecca and Jonathan Booth, Knutsford, 28th March 2022

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.

As a way of getting started, check out my bestselling book, “10 Ways to Accelerate Your Wealth: How to Align Your Finances for an Abundant Life”. This comprehensive guide stands as a testament to my commitment to your financial well-being.

“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.