Rebecca Robertson CeMAP DipFA

Rebecca RobertsonAward Winning – TEDx Public Speaker – Featured in the Independent ‘women in finance’ –Women’s Section Writer for ‘Mortgage Introducer magazine’ – Financial Expert for ‘The Talented Ladies Club’ – Regular contributor to BBC Radio and The Huffington Post.

Rebecca Robertson, award winning founder of Evolution Financial Planning, regular media commentator on financial planning and Huffington Post contributor. Rebecca is known as the financial planner (non investment) who is passionate about putting women firmly in control of their finances.

She has helped thousands of individuals and families to achieve financial freedom and given them peace of mind that their finances are properly protected in case the worst should happen.

She provides holistic and independent advice to clients, but also gives vital financial planning advice as a media commentator, with regular slots on BBC Radio Kent and in Mortgage Introducer Magazine advising on financial issues particularly in relation to women.

Rebecca has also appeared in the Independent’s ‘Women in Finance’ and is a financial expert for the Talented Ladies Club. In addition, Rebecca has won many financial and banking awards for her work with women’s finances.

Evolution Financial Planning was set up by Rebecca as her many years in financial services continually highlighted the gap between men and women when it came to understanding and managing finances. It is Rebecca’s aim to raise awareness of financial issues affecting women and their families, and to put women in the driving seat when it comes to financial preparation.

Through her financial planning business, Rebecca is also empowering women to take the lead in financial services (which is hugely male dominated) with all-female financial advisers growing and building their own successful businesses under the Evolution Financial Planning brand.

In addition, Rebecca is also developing a suite of tools and online programs designed for women to self manage their finances competently and successfully.

These tools, which include a bookkeeping app, cash management tool and online money management review will be developed in the context of helping women to understand the importance of goal setting in a financial environment, and that regular money management needn’t be arduous or complicated, but is necessary to ensure growth and remaining in control.

Rebecca herself is constantly striving to uphold these values of personal development and increasing her thirst for knowledge as she is in the process of qualifying to become an independent financial adviser who can provide investment and pension planning advice and guidance in addition to mortgage, life and protection advice services.


Money Management for Women

For women who want to understand more about their finances and how to ensure they are a secure financial position.  Learn how to:

  • Effectively budget your family’s finances
  • Protect the family finances against any eventuality
  • Maximise your money
  • Create wealth


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Myself and the team have many testimonials on Linked in, Google Plus or check out our testimonial page for more information – its out clients brilliant feedback that keeps us pushing forward to achieve more for our clients.


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.