Testimonials - Evolution Financial Planning

My husband and I are really pleased with the service we received. Jennie was really efficient and knowledgeable about the products available. She really went the extra mile to ensure we got the best deal.

Jennie tailored our life insurance to our specific needs. We would recommend Jennie and evolution financial planning to anyone looking for an excellent service at a competitive rate.

Hannah and Sam

I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.

Patricia

After seeing Rebecca’s work with a close friend, I was very impressed and subsequently sought her advice myself. I have an intermediate knowledge of finance and was pleased that Rebecca took that into account. She didn’t make things too simple, nor too complex. Not only could I tell she really knew her stuff, she was friendly and really approachable with any questions. Would not hesitate to use her again if I needed to.

Cathy

Typically I find anything to do with my accounts quite dull, its certainly a job I’ve put off for a long time. Having never really had control of finances in the past, in recent years I’ve had to learn how. I’d watched Rebecca online for a year or so, tuning into her lives and the free information she gives away, and her experience really appealed to me. Yes its great she’s won awards etc. but what really appealed to me was her personal persona.

Knowing that my money is now invested and working for me (rather than just sitting in an account or being spent!) is a great feeling. Yes there’s some risk involved with investment, but I feel that Rebecca worked with me to fully understand where I was personally and tailored the arrangement to me.

I would not hesitate to recommend Rebecca, she’s kind, knowledgeable and gives so much back. Working with her is not just a one off, she’s happy to answer questions and continually reviews and supports me from a financial element. Do not put off sorting out your finances, get your money working for you now.

Lesley

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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.