Empowered Financial Advice For Women

Supporting you with creating your ideal financial future

Book a free discovery call today and let’s discuss your financial goals.

BOOK A DISCOVERY CALLOR CALL 0330 3322 612

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.

Welcome to
Evolution Financial Planning Ltd

We help women and their families (including partners) manage their finances and make smart financial decisions with complete confidence.

We know how difficult it can be to make decisions regarding your finances, and it’s important to get them right.

We have helped thousands of women gain control over and learn to manage their finances. We are passionate about wealth management and financial planning, and we specialize in helping women gain financial clarity in their lives.

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.

Whether it’s planning for your future, a new mortgage or how to best invest your inheritance, we’d love to support you. Get in touch today and see how we can help!

The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

Find out more about us here

Awards

Our Services

There are a range of ways we can support you with your finances.

Mortgages

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

Pensions

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Investments

The value of investments and income from them can go down. You may not get back the original amount invested.

Wills & Estate Planning

Let us use our 20 years of experience to help with your future planning

Ethical Investing Guide

You know how important it is to invest wisely. But you also want to ensure that your investments will not do any harm to people or our planet while they make a healthy return.

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Women in Finance
Women in Finance
Women in Finance
Women in Finance

Read the latest in wealth management and financial planning advice for women

ETHICAL INVESTMENT, THE FREE GUIDE!

YOUR INDEPENDENT GUIDE TO ETHICAL INVESTING.

You know how important it is to invest wisely. But you also want to ensure that your investments
will not do any harm
 to people or our planet while they make a healthy return.

In this guide, we demystify the world of ethical investment and provide practical information on how to start investing responsibly today.

DOWNLOAD NOW