Kent & South London - Independent Financial Adviser and Director

“Hi, I’m Rebecca Robertson, Director and Independent Financial Advisor here at Evolution Financial Planning and I cover the North Kent and London areas”

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

 

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. 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! 

I am also a professional public speaker; I have spoken at TEDx Folkestone, been featured in The Independent’s Women in Finance section, I am a Women’s Section writer for ‘Mortgage Introducer’ magazine and am a regular contributor to BBC Radio.

Reviews and Ratings for Financial adviser Rebecca Robertson, Rochester

AWARD WINNING

“Women in Finance/banking” – 2012 Jo Cameron’s Achievers Academy for Women  

Kent Independent Traders Awards 2013 – Runner-up ‘Customer Services’

Kent Independent Traders Awards 2013 – Finalist ‘Business Growth’  

Kent Independent Traders Awards 2014 – Finalist Professional   

 

Kent Women in Business – Small Business Owner of the Year 2014 – Runner Up 

Kent Women in Business – Winner  2015 – Customer Services  

Women in Financial Advice Awards 2019 – Finalist ‘Financial Adviser of the Year – South East’, Role Model of the Year’ & ‘Contribution to Gender Diversity’ 

Women in Investment Awards 2019 – Nominated ‘Contribution to Gender Diversity’