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

  • Independent Financial Adviser
  • Mortgage Broker
  • Investments
  • Will Writer
  • Pensions

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 18 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.

2015 - Kent Women in Business Customer Services Winner

2014 - Kent Independent Trader Awards Finalist Professional

2014 - Kent Independent Trader Awards Finalist Professional

Evolution Financial Planning Ltd is an Appointed Representative [no. 593368] of New Leaf Distribution Ltd which is Authorised and regulated by the Financial Conduct Authority. Number 460421. Registered Office Address is 1st Floor Princess Caroline House, 1 High Street, Southend On Sea, Essex, SS1 1JE.