Evolution Financial Planning Ltd

Head Office

Firm Overview

We specialise in supporting business owners achieve long term financial security and stop work sooner, families create a long term legacy and women to become financially independent by offering bespoke 121 financial advice.

We typically have two types of clients, employed and self-employed/limited company directors. However they both have the same aim to maximise their financial position, so they can stop work or retire comfortably, if they have family, they want to protect them from any bumps in the road and they want to live their life on their terms.

We support clients by taking them through a ‘get to know you’ process and then providing holistic advice, based on their overall circumstances. Taking into account their needs, businesses and families. The advice is independent, meaning we aren’t tied to any one provider.

We know how difficult it can be to make decisions regarding your finances, and it’s important to get them right. Working with an adviser you trust and feel comfortable with is key, therefore we allow our clients to take things at their pace, charge an up front fix fee which is disclosed clearly and regularly keep in touch with updates or friendly check ins.

We have helped thousands to gain control over and learn to manage their finances. We are passionate about wealth management and financial planning.

Our all-female team is led by founder Rebecca Robertson – Independent Financial Adviser of the Year 2019, Times Top 100 Financial Advisers, TEDx Speaker, Amazon Best Seller and Author.

She believes that the financial services industry needs to change, with more diversity and transparency. Rebecca says, “We need more women and advisers from different back grounds, we need less jargon and more straight talking honesty. I hope myself and the team can make a difference to people, one client at a time”.