CeMAP DipFA -Director –Independent Financial Adviser –Mortgage Broker – Will Writer
CeMAP- Financial Planner (non-investment), Mortgage Broker, Insurance Advisor and Will Writer
Director – Independent Financial Adviser – 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!
Do get in touch via the office on 0330 332 2612 or email me at firstname.lastname@example.org
I am also a professional public speaker and you can find out more about my public speaking experience by clicking here.
Independent Financial Adviser – Mortgage Broker – Will Writer
My name is Sarah. I grew up in Pinner and now live in Watford and cover Hertfordshire, Middlesex, NW, W and N London and the surrounding areas. I am a fully qualified Independent Financial Adviser, Mortgage Broker and Will Writer with Evolution Financial Planning. I set up the Hertfordshire branch of EFP with Rebecca in 2013 and have thoroughly enjoyed watching it grow from strength to strength. I am an avid cross stitcher and enjoy socialising with friends when I’m not working on the business.
I’m a self-confessed caffeine addict and love a good cup of coffee. I also love a good meal and have eaten my way through a large portion of the Michelin list. In my spare time I volunteer as chaplaincy support at Wormwood Scrubs prison visiting prisoners at risk of suicide or self-harm. I also mentor young people at risk of offending. I am also a public speaker and regularly speak at events, conferences and to young people about a variety of financial subjects.
You are welcome to get in touch with me to talk through any financial issues, plans or concerns you have. I help clients secure their financial future and provide clarity about their finances in a clear uncomplicated way. Because I’m not tied to specific providers, I can carefully recommend products from the whole market to help clients find the best pensions, investments, mortgage and insurance deals that fit their circumstances.
I am passionate about empowering all clients, but especially women and families, to take control of their finances and give them the tools and knowledge to do so. My work helps clients improve and protect their personal or business financial situation so they can sleep better at night knowing their financial future is safe whatever happens. I love what I do and love to help with all financial planning needs.
CeMAP- Financial Planner (non-investment), Mortgage Broker and Will Writer
My name is Jennie and I am a whole of market Protection Advisor, Mortgage Broker and Will Writer. I moved to Southend in Essex a while ago from Ashford in Kent and I love living here with my family (my partner, my daughter, my dog and my two cats) who keep me busy when I am not working! I have a passion for water sports, horse riding and food and you will often find me walking along the beach when I am able to.
I became part of the Evolution Financial Planning team over 4 years ago now and I absolutely love it! Helping families and businesses around me plan for their future and the future of their family is so rewarding. That’s what gets me up in the morning, I love seeing the difference I make in people’s lives every single day.
I want to inspire my clients and their families not just how to be savvy with their finances, but to help them achieve financial stability too. I know only too well the importance of being able to understand what’s going on financially. I offer a door to door service as well as phone appointments on my client’s request.
I use terms that are clear and easy to understand without compromising on the quality of my services. As well as helping first time buyers get on the property ladder, homeowners remortgage their property or buy a new one and helping landlords grow their portfolio, I give holistic advice on how to protect clients in the event of illness, unemployment and death. I want them to feel safe knowing that their finances and assets will be taken care of if the worst happens.
Financial Planner (non-investment) – Mortgage Broker – Will Writer
Hello, I’m Michelle and I’m a mortgage broker, life & income protection adviser and will writer based in Herne Bay covering Kent.
I really enjoy working with clients to help them gain control of their finances and make important financial decisions in order to achieve long term financial security.
As I am not tied to any lender or company, I have access to the whole of market enabling me to recommend the best products to meet your requirements. I can also advise on how you can protect yourself and your family financially in the event of illness, unemployment or death. Having the right policies in place, together with a will gives you peace of mind knowing your assets are protected and you and your loved ones will not suffer financially should the worst happen.
Please do get in touch if there is anything I can help you with.
Ways to contact me:
Tel: 01227 693080
BSc(Hons), DipPFS, CertCII(MP) Mortgage & Protection Adviser and Will Writer
Specialist in Mortgage and Protection Advice, Will writing and Powers of Attorney with Evolution Financial Planning.
My reason d’etre is helping all my clients, particularly women, couples and families to take control of their finances and will be delighted to help with any concerns, aspirations and financial goals you have, whether it be the happiest times of your life – buying your first home, getting married, expecting a child or times when life gets temporarily messy – setting up your own business, getting divorced, bereavement. Having been through some of these myself I know and understand how it feels, so whatever life throws at you, you can be assured I will be there for you every step of the way.
If you are looking for someone to guide you through the financial maze, to explain all terms in clear, uncomplicated and easy to understand manner and to be talked to rather than at, you have come to the right place. I offer a highly personalised and personal service, I am not here to impress you with the jargon – just to help you along the way to get to wherever you want to be.
I joined Evolution Financial Planning because I felt that women don’t get served and get the help they deserve with their finances and wanted to make a real difference to my clients, you and your circumstances are unique – there are no one-size-fits-all solutions here, the only thing that matters is you and your satisfaction.
I am passionate about empowering and educating women when it comes to financial matters, my role here is to guide you on your journey to achieve whatever you desire.
I cover in and around Essex, Suffolk, Cambridgeshire, London but will travel anywhere, at a time to suit you so you can relax, knowing you are being looked after as and when it suits you best. I am always here to listen to your needs.
Not being tied to any particular provider I offer whole of market advice, meaning that you can be safe in the knowledge that there will be no hard sell, unfamiliar terms or hidden small print.
I look forward to helping you to attain the financial independence you always dreamed off.
Ways to contact me:
Tel: 020 8720 7249
Financial Planner (Non-Investment)
Hi I’m Lowri and I’m a mortgage & protection adviser and a qualified Will Writer with Evolution Financial Planning. I cover Cardiff, the Vale of Glamorgan and south east Wales. I live in Cardiff with my husband and two little boys who keep me very busy! As a fluent welsh speaker I can also offer my services and advice in Welsh.
I am also qualified accountant with 15 years’ experience working in practice and more recently within the arts and the public sector in Wales. I helped arts organisations develop more sustainable business models and become more resilient against an increasingly challenging financial climate.
With Evolution Financial Planning I help families, women & couples secure their financial future and advise on a range of protection products, mortgages, will writing and preparing lasting powers of attorney. I am passionate about helping clients manage their money, enabling them to make informed decisions about their financial future. I explain everything clearly and help you at each step of the way in an approachable and friendly manner.
I joined Evolution Financial Planning as I wanted to work within the financial sector but with a company which had a more female perspective who could connect better with women and their life’s journey. Their values and identity resonated completely with me and I’m excited to be joining the Evolution family!
Contact me today to see how I can help you plan and secure your finances for you and your family’s future. I look forward to hearing from you!
Ways to contact me:
Tel: 029 20 118961