Kent and South London Independent Financial Advisor
Hi, I’m Rebecca Robertson, Director and Independent Financial Advisor here at Evolution Financial Planning and I cover the North Kent and London areas
Let me call you
As well as being an Independent Financial Adviser I am a keen horse rider and you will often find me outdoors or having a cup of tea on the sofa. I love tea, Lindt chocolate and I am vegetarian. I live in North Kent with my family of 2 children, 1 husband, 2 dogs and 3 cats.
I speak to clients on the phone or via an online call for an initial conversation then I can visit them either at their home or our Kent or London Offices.
What is your financial goal? Where do you want to get to? What are you wanting to achieve? Are the first key questions I asked clients.
Having worked in the financial services industry for over 19 years in a variety of management and adviser roles, I set up Evolution Financial Planning in 2011 with the aim of enabling women and their families to take control of their finances in order to achieve long-term financial security.
I’m passionate about ensuring my clients understand their finances completely and I do this by walking them through everything at their pace. It’s important to me that my clients feel looked after.
My skill is being able to quickly see what actions clients need to make and helping them implement them whilst supporting them.
I’ve won several wards and I am a regular commentator in Financial Times Adviser and such industry magazines. I am also in The Times top 100 Recommend Advisers 2019.
Whether looking for a mortgage, Will, Life Insurance, Pension and Investments, we can help. We’re passionate about putting our clients firmly in the driving seat when it comes to their finances!
Do get in touch via the office on 0330 332 2612 or email me at firstname.lastname@example.org
I also offer 121 Coaching for my clients and coaching information for non regulated 121 support can be found here.
· 2019 Women in Investment Awards - shortlisted Contribution to Gender Diversity Award
· Women in Financial Advice Awards 2019 - Shortlised Financial Adviser of the Year - South East
· Women in Financial Advice Awards 2019 - Shortlised Role Model of the Year
· Professional Adviser 2016 – Personality of the Year – Shortlisted to top 4 (out of 35,000 advisers plus nationally)
· Kent Women in Business 2016 – Women in Financial runner up
· Kent Women in Business 2016 – Customer Service finalist
· Corporate LiveWire 2016 Innovation & Excellence Awards – won Excellence in Financial Advisory Services for Women Award
· Kent Women in Business 2015 – won Customer Service Award
· Corporate Live Wire 2015 Innovation & Excellence awards. – Shortlisted
· Kent Independent Traders Awards 2014 - Finalist 'professional business'
· Kent Women in Business – Small Business Owner of the year 2014 – Runner Up
· Kent Independent Traders Awards 2013 – Finalist ‘Business Growth’
· Kent Independent Traders Awards 2013 – Runner up ‘Customer Services’
Women in Finance/banking – 2012 Jo Cameron’s Achievers Academy for Women
Evolution Financial Planning
One Pancras Square,
London N1C 4AG
Local Telephone - 0330 332 2612
Evolution Financial Planning (head office)
Medway Innovation Centre,
Chatham ME5 9FD
Local Telephone - 01634 753504
Areas Covered - Dartford, Sidcup, Bexley, Swanley, Rochester, Tunbridge, Chatham, Maidstone, Tunbridge Wells, Sevenoaks