Team - Evolution Financial Planning

Meet the Team

Rebecca Robertson

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.

Jennie Delelis

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. 

Clare Reynolds

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

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.

Alison Brewerton

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.

Evolution Financial Planning Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetLime Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Evolution Financial Planning Ltd is Registered in England and Wales under reference: 08117933. Registered office address: Unit F23 Innovation Centre Medway, Maidstone Road, Chatham, Kent, ME5 9FD.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.