NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.
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
- Pensions
- Holistic Financial Advice
- Ethical Investment
Why choose us?
There are many reasons that make us the number one choice when it comes to wealth management and financial planning.
- A highly qualified and experienced all-female team providing dedicated wealth advice
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. Our holistic advice will cover your entire financial situation to help you achieve your goals. - A quality and friendly service – industry experts on wealth advice
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 to our approach on giving wealth advice
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 – professional advisers with access to multiple products.
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.
For a fresh approach to wealth advice and a professional service from friendly, trustworthy experts, get in touch with us today and see how we can help you!
GOT SOME QUESTIONS ABOUT HOW WE WORK WITH OUR CLIENTS?
WANT TO SEE HOW WE CAN HELP YOU?
NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.
Benefits of OUR APPROACH TO WEALTH ADVICE:
- 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
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.
Complete our simple form and our Client Manager will contact you within 24 hours. They will arrange an initial half hour chat just 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.
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.
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.
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
NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.