We help women 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 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!
Our all-female team is led by founder Rebecca Robertson - Independent Financial Adviser of the Year 2019, Times Top 100 Financial Advisers, TEDx Speaker 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!
Services
Why Choose Us
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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.
Rebecca Robertson
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I am 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 20 years' experience in the financial sector, I have been featured in Forbes Magazine, The Financial Times, BBC Radio and other national publications.
Jennie Delelis
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I am a Mortgage Broker, Protection Advisor and live in Southend On Sea in Essex with my partner, my 11-year-old daughter, my dog and my two cats, who all keep me busy when I am not working! I have a passion for water sports, horse riding and delicious food, and you will find me taking long walks along the beach whenever I can.
Pensions
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A pension is a long-term investment, and the fund value may fluctuate. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. Jennie made the seemingly daunting process of drawing up my will so easy. I felt I could tell her all my wishes with no judgement and she has given me the gift of peace of mind.
Mortgages
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A mortgage is probably the biggest financial commitment you'll ever make; so you need to get it right. Getting the right mortgage advice can save you massively in the long run, so it's better to do it from the outset instead of realizing that you've missed something further down the line. Are you moving to a new house, buying a second home, or purchasing an investment property?.
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