PASSIONATE ABOUT ENABLING WOMEN'S FINANCIAL EMPOWERMENT

HI I'M REBECCA, FINANCIAL ADVISOR FOR THE SAVVY WOMAN...

Are you a woman running a successful business or employed managing a busy team, just never had the time, space or support to really get your money and finances sorted?

It’s a very normal problem, something I come across a lot. We have all these plates to spin and long to do lists, our own personal money and finances seem to go further down the list of things to get sorted!

Here’s the thing… what would your future self say to you in 10 or 20 years’ time?

“come on... what are you playing it, just take a bit of time to get this set up!”

“I am now having to work for another 15 years longer because you aren’t doing anything!”

“Stop spending so much on the kids and worthless stuff! Wow we could have done so much more with your hard-earnt money!”

ARE YOU WANTING TO CREATE WEALTH, NEW MONEY HABITS AND A SECURE FUTURE? YOU ARE IN THE RIGHT PLACE!

Clients come to me and say that they are worried about the future, what their retirement would look like, where they are going with their finances, wanting a better lifestyle with holidays or paying for their kid’s university. They want to become confident and at peace with their money!

“Before I started working with Rebecca, I was feeling overwhelmed and struggling to make a decision as to how to best manage an inheritance on a long term basis. I’m so glad I got in touch with EFW. Rebecca really helped me to get some perspective, and gave very clear cut practical advice as to what options were available to me.  It’s changed the way I think about financial planning - it feels much less stressful and daunting with Rebecca's advice and support.

Now, I feel much more in control and that I am making the best possible, informed, choices for me and my family. I would highly recommend Rebecca’s services - she's been an amazing help.” Helen Jackson (verified testimonal)

I started working in the bank aged 19...

Having worked in the financial services industry for 20 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 set up my business when I was made redundant when pregnant in 2008, and after the recession I started working for another company. But the prices they were asking me to charge their customers made me feel really uncomfortable. I started to get the idea that I wanted to set up a business where the focus is the client, and client came first.

Rebecca Robertson Evo

Seeing women in my family retiring with no pension or security whilst seeing mainly couples in my job as an adviser, where the women would really appreciate the time taken to explain things and keep them included in the process, thus making them feel more in control and empowered… They made more and better decisions. This gave me such purpose and drive to make a bigger and wider impact!

Financial planning doesn't have to be a chore...

WHY WORK WITH ME?

As a proud author, TedX Speaker and award winning advisor, I can be trusted to give you the best advice for your needs...

Published Author

My book, Evolve Financial Planning for Women is a leading authority on financial planning education for women.

TedX Speaker

My speech on if women ruled the world has had thousands of views on youtube and has recieved global praise

Award Winning

I am a seven times award winner, including Financial Advisor of the Year 2019 and Role Model of the Year 2019.

MY SERVICES

financial planning

Online Programme

Find out about the financial planning course which will educate and empower you with your decision making...

financial coaching

1-2-1 Advice

For a more bespoke programme which is completely tailored to your needs, work with me on a 1-2-1 basis

financial planning membership

Membership Group

Join the membership which keeps you up to date with all things finance, with monthly trainings and inspiration....

Getting your finances sorted should be a priority...

AND IN OTHER STORIES...

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 and I live in North Kent with my family of 2 children, 1 husband, 2 dogs and 2 cats!

GRAB MY HOW TO CREATE WEALTH & FINANCIAL ABUNDANCE VIDEO HERE...

JOIN THE MONEY MASTERY COLLECTIVE A free group community with daily hints tips and advice

VIDEO TESTIMONIAL...

We love it when we get great feedback from one of our clients on how we have been able to help them with taking control of their finances and supporting them with their money goals. 

This testimonial from super successful business coach Lisa Johnson demonstrates that there is nothing to be worried about when seeking financial advice or support, and how easy and accessible I can make planning for your future and smashing those life goals.

LOOKING FOR REGULATED ADVICE?

Whether it’s planning for your financial future, a new mortgage or how to best invest your inheritance, visit our regulated advice website Evolution Financial Planning.

GET IN TOUCH

CALL US

Our office opening hours are Monday-Friday 9am to 5pm.

EMAIL US

We aim to respond to all emails within one business day.

VISIT US

Our office is located at

Grid Iron Building

One Pancras Square

London, N1C 4AG