Evolution Financial Planning

Business Details

Independent Financial Advisers for Women & Families

Founded by Rebecca Robertson, Evolution Financial Planning is an award-winning independent financial advisory firm dedicated to empowering women, families, and business owners. Our all-female team of experts provides personalized, holistic financial solutions tailored to clients' unique goals and life stages. With over two decades of combined industry experience, we prioritize transparency, ethical practices, and client-centric service. Our independent status grants access to the entire market, ensuring unbiased recommendations across mortgages, pensions, investments, and insurance. We maintain full regulatory compliance through the Financial Conduct Authority and adhere to strict GDPR data protection standards.

Our commitment to excellence has earned recognition as industry leaders in financial advice for underrepresented groups. We offer flexible service delivery through online consultations and physical offices in London, Kent, and Birmingham. Client relationships are built on trust, with fees disclosed upfront and only charged after client approval. Our approach combines technical expertise with accessible communication, avoiding industry jargon to ensure complete client understanding. Regular reviews and ongoing support help clients adapt their financial strategies to evolving life circumstances.

Services

Mortgage Advice Pension Planning Investment Management Insurance Solutions Ethical Investments Wills & Estate Planning Financial Planning Retirement Planning Income Protection

Highlights and features

All-female team with 20+ years combined financial advisory experience
Transparent fee structure with no charges until client approval
Access to whole-of-market financial products and providers
Specialist knowledge in ethical investment strategies
GDPR-compliant data protection and client confidentiality

Associations and certifications

Financial Conduct Authority

What people say

Personalised service Knowledgeable advisers Supportive throughout Explained clearly Financial independence

Website

Update Listing

Services

Mortgage Advice

Our mortgage advisory service provides comprehensive guidance through the complex home financing process. With access to the entire market, we help clients secure optimal mortgage products tailored to their specific circumstances, whether first-time buyers, remortgagers, or investors. Our specialists explain all available options including fixed-rate, tracker, and buy-to-let mortgages while ensuring complete affordability assessments.

Pension Planning

We offer specialized pension planning services covering workplace pensions, personal pensions, and self-invested personal pensions (SIPPs). Our advisers help clients consolidate existing pensions, optimize tax efficiency, and develop strategic retirement income plans aligned with their lifestyle goals and risk tolerance levels.

Investment Management

Our investment advisory service helps clients grow wealth through diversified portfolios tailored to individual risk profiles and financial objectives. We provide guidance on stocks and shares ISAs, ethical investment funds, and other vehicles while maintaining regular portfolio reviews and market performance tracking.

Insurance Solutions

We offer comprehensive insurance advisory services including life insurance, critical illness cover, and income protection policies. Our specialists help clients assess appropriate coverage levels and select policies that provide financial security for dependents while considering existing employer-provided benefits.

Ethical Investments

Our ethical investment advisory service helps clients align financial goals with personal values through responsible investment strategies. We guide clients through ESG (Environmental, Social, Governance) investment options, impact investing opportunities, and socially responsible funds that maintain competitive returns while supporting positive societal outcomes.

People

Rebecca Robertson

Founder & CEO

Award-winning Independent Financial Adviser with 20+ years' experience, specializing in women's financial empowerment. Best-selling author and TedX speaker recognized for innovative approaches to holistic financial planning.

Katie Mansell

Client Manager

Experienced client relations specialist managing initial consultations and client journey coordination. Provides expert guidance on financial planning processes and service implementation.

Jenny Delelis

Financial Planner

Certified financial planner focusing on retirement strategies and investment solutions. Brings technical expertise in pension consolidation and tax-efficient wealth management.

Becky Bosman

Administrator

Client service specialist ensuring smooth implementation of financial plans. Coordinates documentation processes and maintains client communication throughout advisory engagements.

Questions

How do you charge for your financial advisory services?

We charge either an advice fee for specific reports, a financial planning fee for comprehensive plans, or an hourly rate when applicable. All fees are fully disclosed and agreed before any work commences.

Are you truly independent financial advisers?

Yes, we are whole-of-market advisers not tied to any specific providers or investment products, ensuring completely impartial recommendations tailored to individual client needs.

How are clients protected when working with your firm?

We operate under Financial Conduct Authority regulation, maintaining strict compliance standards. Clients have recourse through the Financial Ombudsman Service for any unresolved complaints.

What is your financial planning process?

The process begins with a discovery call, followed by detailed fact-finding, strategy development, and implementation. Regular reviews ensure ongoing alignment with changing circumstances and financial goals.

Do you offer both online and in-person consultations?

We provide flexible service delivery with online video consultations available nationwide, plus in-person meetings at our London, Kent, and Birmingham offices.

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