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.
OBM Tech & Marketing Manager
Claire 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.
Katie Mansey works closely with clients from initial enquiry through to implementation of advice, ensuring the process is managed smoothly from start to finish.
BA Pdip – Business Assistant
Business Assistant Alison supports Rebecca with developing new business through her public speaking opportunities and helps Rebecca with the operational function of her businesses.