Evolution Financial Planning Ltd become a national all female IFA firm and Director writes book for women on financial planning.
Two of the company’s key advisers, Sarah Drakard and Rebecca Robertson, have gained their advance financial planning exams DipFA and become authorised to give advice on pensions and investments, thus achieving IFA – Independent Financial Adviser status. Making Evolution Financial Planning the first national all female IFA company.
Join our celebration on the 1st March 17:30 at our London Book launch.
Book ‘EVOLVE’ – The Feminine Approach to Financial Planning By Rebecca Robertson
A finance success story is always inspirational . . . but here is an inspirational success story about finance.
EVOLVE gives a fascinating insight into how businesswoman Rebecca Robertson refused to accept the shackles of a male-dominated industry . . . and broke free to set up a multi award-winning all-female national IFA company, the first of its kind, which has helped thousands of families to take control of the money issues in their lives.
Rebecca is known as an Independent Financial Adviser who is passionate about putting women firmly in control of their finances. She strives to help people to achieve financial freedom and give them peace of mind in knowing their wealth, large or small, is properly protected in the event of the worst happening.
She provides holistic and independent advice to clients, but also gives vital financial planning advice as a media commentator, with regular interviews on radio and in newspapers. And her efforts have been rewarded with a number of financial and banking awards.
What makes Rebecca’s story so heart-warming and motivational is how she details her innovative approached to the subject . . . and how her powers of honest analysis enabled her to pin-point a niche in the market during a time when Britain was struggling to recover from the recession.
Helping to found the thriving company Evolution Financial Planning allowed Rebecca a platform on which to channel her financial planning knowledge towards inspiring women to take the lead in money matters within whatever family structure they find themselves.
EVOLVE also explains how Rebecca has risen to the challenge of being a wife and a mother and how, like many women today, learned to manage her commitments to ensure that all those around benefitted in full.
Rebecca is dedicated not just about working so that women can take the lead on financial matters but she also strives to campaign for greater education opportunities to bring knowledge and awareness on all aspects of day-to-day finance, including mortgages, insurance, Wills and pension planning.
If you are battling to control your finances, reading Evolve will provide you with the tools to take control of your money . . . to build, for you and your family, a sound future of financial comfort.
EVOLVE – The Feminine Approach to Financial Planning, by Rebecca Robertson, is published by Herkimer Publishing, and will be released on February 2017
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