Meet the Team
GOT SOME QUESTIONS ABOUT HOW WE WORK WITH OUR CLIENTS?
WANT TO SEE HOW WE CAN HELP YOU?
Book a 20 minute free discovery call with Katie Mansey our client relationship manager
NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.
CeMAP DipFA -Director –Independent Financial Adviser –Mortgage Broker – Will Writer
Rebecca Robertson has worked in the financial services industry for over 18 years and founded Evolution Financial Planning in 2011 with the aim of helping women to take control of their finances in order to achieve long-term financial security.
CeMAP | CeRER | MSWW -Financial Planner (non-investment), Mortgage/ Protection Adviser
Jennie Delelis is a a top rated Mortgage Broker and Protection Advisor and supports her clients with financial planning (non-investment) as well mortgage and protection advice.
Client Manager
Katie Mansey works closely with clients from initial enquiry through to implementation of advice, ensuring the process is managed smoothly from start to finish.
Tech & Marketing Manager
Clare has over 15 years of experience in sales and customer service and is passionate about helping businesses with marketing and tech, this includes ensuring her clients feel seen & heard.