why choose us
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
- 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!
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.
Serving you wherever you are
Which areas do you cover?
Our female financial advisers are based in various locations across the south of England and Wales. Here are the main areas we cover:
- Herne Bay
- St Albans
After discussing your financial requirements and understanding your individual circumstances, we’ll provide bespoke advice and recommendations for you to follow.
Naturally, all the information you share is completely confidential.
You’ll benefit from peace of mind, knowing that you are protecting the future for yourself and your family.