About Us
At Evolution Financial Planning Ltd we believe that everyone should have access to and understand the importance of financial advice, having Less debt, more savings and where achievable and where appropriate for your needs and objectives, maximising the money you already have. Our aim is to provide clarity and long term financial stability with bespoke and holistic financial advice for each individual. We nurture and take care of our clients through the milestones of life to help them achieve the goals they set out. With the knowledge of the system we can be one step ahead and beat it at its own game.
Products and Services
- Insurance from Life and Critical illness through to Income protection and Business.
- Mortgages
- Financial Planning – Investments, Pensions, Financial Education, Events
Why us
Here are some of the key reasons to choose Evolution for your financial planning:
- The world of finance is traditionally male-dominated, yet many people prefer a female financial adviser. Evolution comprises an all-female team made up of financial planners, mortgage brokers. Perhaps it’s because we’re all women, but you’ll find we work in an unusually collaborative way
- We’re appropriately qualified and experienced experts. Thousands of clients trust us to provide a friendly service, quality advice and great value.
- People say we’re empathetic, understanding and patient. Because each consultation is unrushed, you can be sure that all your questions will be answered and that you’ll be comfortable with the results
- As Independent Financial Advisers, we’re not tied to any one provider. That means we consider more providers and their products when sourcing a suitable solution for you. You benefit from holistic advice that covers your entire financial situation where we will endeavour to help you achieve your goals
- As professional advisers, we can access financial products that you won’t find on the Internet or the High Street. That means you can be confident you’re getting a suitable deal based on your needs, circumstances and preferences.
- When you want a fresh approach, try Evolution Financial Planning
Serving you wherever you are
Our female financial advisors are available online covering across the UK. For in person meetings we are able to meet in various locations in the South East. Get in touch with us to discuss your needs and we can agree the best approach on how to work together.
Our Values
We believe in the following values that underpins not just our approach to finance but our whole ethos as a business.
Honesty :- We will give you straight forward, honest advice about your position. We comply with all regulatory bodies and relevant codes of conduct.
Integrity :- Integrity is an important value to us at Evolution Financial Planning. We operate putting the needs of our clients first and foremost.
Transparency :- Transparency is a key value for us. We will ensure our processes and communication are and clear and open to our clients at all times.