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why choose us

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

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Here at Evolution Financial Planning Ltd, we understand the importance of wealth management and believe that everybody should have access to financial advice. Whether you want to reduce debt, increase savings, or maximise the money you already have, it can feel difficult to know where to start.

We provide bespoke, holistic financial advice to every individual, enabling clarity and long-term financial stability for all of our clients. We nurture and take our clients through life’s milestones, helping them achieve their financial goals, and guiding them along the way.

Our wealth management advice and financial planning services include:

  • Life and Critical Illness Insurance
  • Mortgages
  • Investments
  • Pension Transfers
  • Holistic Financial Advice
  • Ethical Investment

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Why choose us?

There are many reasons that make us the number one choice when it comes to wealth management and financial planning for women.

  • A highly qualified and experienced all-female team
    In a traditionally male-dominated industry, it can be difficult to find a female financial adviser. Yet, for our clients, this is a priority. We are proud to be a highly qualified and experienced all-female team made up of financial planners, advisers and mortgage brokers, meaning that we provide a range of financial management services to women. Our holistic advice will cover your entire financial situation to help you achieve your goals.
  • A quality and friendly service
    Our team is comprised of passionate, professional, friendly industry experts, and we pride ourselves on the quality, friendly service we provide to thousands of our trusting clients each year. We are empathetic, understanding and patient, meaning your consultation will never be rushed and you will always feel supported. We will be sure to answer all of your questions and be fully fair, honest and transparent with you at every step of the way, always making sure that you are comfortable with the results before proceeding.
  • Independence is key
    As Independent Financial Advisers, we are not tied to any single provider. This means that we can provide whole of market independent advice to consider more providers and their products when sourcing a suitable solution for you, providing you with a larger range of options when it comes to making a definitive choice.
  • Industry insight
    As professional advisers, we have access to financial products that you won’t find on the internet or high street. By working with us, you’ll gain access to these otherwise non-accessible products and be confident that you are getting a suitable deal based on your needs, circumstances and preferences.

If you’re looking for a fresh approach and professional service from friendly, trustworthy experts, get in touch with us today and see how we can help you!

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Benefits of working with us:

  • You will always have a female adviser
  • You will always be spoken to professionally and honestly
  • All your information is protected by the Data Protection Act
  • You will not be charged any fees until you have approved them
  • We promise to act fairly and professionally at all times
  • Provide independent advice, acting on our client’s behalf

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Do you want to review your retirement options? Find out when you can retire? See if you can reduce your Inheritance tax liability? Are you wanting to find out how much mortgage you can get, review your insurances, find out what your investment or pensions options are or have a full holistic review? As Financial Planners, Mortgage Brokers and Independent Financial Advisers, we can help with all of this one at a time as your needs dictate.

Book in a free 20 minute discovery call with our Client Manager Katie Mansey  to answer any of your questions and see how we can help you. We aim to provide you with clarity and peace of mind in terms of what your next step would be. This is at no cost to you!

After this, we will start to collect information using our encrypted systems and arrange an adviser consultation.

Fees only apply with the client’s full agreement. They will be fully disclosed to you before any work is carried out, ensuring you won’t be charged for anything you haven’t approved.

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Our Values

Here at Evolution Financial Planning Ltd, our values underpin not just our approach to finance, but our entire ethos as a business. Passion is interwoven among all of our values, and our friendly team of experts are driven by providing the best quality service to all clients.

Honesty :- We will always give you straightforward, honest advice about your position. We comply with all regulatory bodies and relevant codes of conduct.
Integrity :- The needs of our clients is our top priority. We operate with complete integrity in the way we work with our clients and other services in the industry.
Transparency :- Transparency is a key value for us. We will ensure our processes and communications with our clients are honest, clear and concise at all times.

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Serving you wherever you are

Our female financial advisers are available online, meaning that wherever you are in the UK, we have you covered. If you want to chat to us in person, we are available to meet in various locations across the South East. Get in touch with us to discuss your needs and we’ll be happy to agree the best approach to working together.

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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

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