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.

Rebecca Robertson CeMAP DipFA

Director – Independent Financial Adviser – Mortgage Broker

As well as being an Independent Financial Adviser I am a keen horse rider and you will often find me outdoors or having a cup of tea on the sofa. I love tea, Lindt chocolate and I am vegetarian. I live in North Kent with my family of 2 children, 1 husband, 2 horses, 3 rabbits, 2 dogs and 1 cat. You could say I am an animal lover.

I speak to clients on the phone or via an online call for an initial conversation then if required we can meet  our Kent or London Offices. Often our clients are happy to ‘meet’ via Zoom.

The key questions I ask clients are :”What is your financial goal? Where do you want to get to? What are you wanting to achieve?”

Having worked in the financial services industry for over 22 years in a variety of management and adviser roles, I set up Evolution Financial Planning in 2011 with the aim of enabling women and their families to take control of their finances in order to achieve long-term financial security.
I’m passionate about ensuring my clients understand their finances completely and I do this by walking them through everything at their pace. It’s important to me that my clients feel looked after.
Whether looking for a mortgage, Will, Life Insurance, Pension and Investments, we can help. We’re passionate about putting our clients firmly in the driving seat when it comes to their finances!

I am also a professional public speaker, an award-winning author, TEDx speaker, Podcast host and Independent Financial Adviser who is passionate about helping women in business gain the confidence to plan their financial future and take control of their finances.
With over 22 years’ experience in the financial sector, I have been featured in Forbes Magazine, The Financial Times, BBC Radio, Simply Woman & Home, the Daily Express and other national publications.
I am The Times ‘Most Vouched For’ Adviser, and winner of:

• Financial Adviser of the Year, Women in Finance Awards
• Role Model of the Year, Women in Financial Advice Awards
• Customer Service Winner at Kent Women in Business Awards

I understand the conflicting priorities women face when it comes to their finances and it is important to me that my clients feel looked after and confident in their ability to manage their finances. Specialising in wealth management and financial planning, I can help you and your family to take control of your finances and achieve long-term financial security.

My book “10 ways to Accelerate Your Wealth: How to align your finances for an abundant life’ achieved best selling book in 8 categories on Amazon.’

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

BOOK A DISCOVERY CALL

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.