WORK WITH ME 1-2-1 COACHING

There is only one thing for it!! You need to sit down and get this sorted once and for all… You’ve read a few books, been on a few courses maybe and keep telling yourself you need to sort out your money… but it never happens!

Lets sit down together and work it out… I am now on your side and part of the team!

Rebecca Robertson

YOUR EXPERT INDEPENDENT ADVISOR REBECCA ROBERTSON

Financial Coach | Award Winning | TEDx Public Speaker | Featured in The Independent ‘Women in Finance’ | Women’s Section Writer for ‘Mortgage Introducer’ magazine | Regular contributor to BBC Radio |

“Working 121 with me truly bespoke, I can cover money management, investing, saving, spending habits, mindset and putting a plan in place to support you on an ongoing basis. I am wanting to work with people who will take the action and get amazing results.”

How we work together...

Option One - The Power Hour

This is very bespoke to you, every client is so different. We offer a power hour at £250 and in this time we can cover any subject or questions you need answering. We are unable to give regulated advice – for example should I move this pension away to another provider. Please see evolution financial planning (link) for this regulated advice.

We can discuss money management, financial wellbeing, explaining investments, answering any questions, mortgage vs investing and much more. Feel free to book a call to check we can help first.

"Financial wellbeing is about a sense of security and a feeling of control over your finances."

Option Two - The Power Of Three

A three stage approach with Lifestyle Financial Planning – a cashflow projection tool around your personal goals and long term plans, 2 hours of 121 sessions discounted and the implementation of new investments or pensions for monthly amounts or smaller lump sums (£50,000 and below) - see Evolution Financial Planning for regulation information.

Included:

  • £750 Financial Plan 
  • 2 1 hour 1-2-1s
  • £1200 flat fee for implementation

Total: £2,330

Financial Coach | Award Winning | TEDx Public Speaker | Featured in The Independent ‘Women in Finance’ | Women’s Section Writer for ‘Mortgage Introducer’ magazine | Regular contributor to BBC Radio |

REBECCA ROBERTSON

Book in a call and see if there is a good fit...

Real advice delivering real results for women like you...

I was looking for some advice on how to manage finances in my specific situation - doing ok, but wanting to plan for the future, and also looking to go freelance from a full time job and wanting advice on whether this was feasible and how it might affect things like remortgaging.

My sister-in-law recommended Rebecca as a financial advisor and I signed up for financial coaching sessions. From the first session, I felt like I had a much better handle on my situation. It gave me the confidence that my career plan wasn't reckless or out of reach, and what I needed to consider and plan for. Rebecca talked through everything and discussed my specific concerns and situation, and also told me how to start actually assessing income vs spending and the tools I could use. I had further sessions where we looked at what I had found about my spending and priorities/requirements, and how to handle things moving forward, including as I left my job and started up as a freelancer. Rebecca was knowledgeable, but always very flexible and realistic, emphasising that it was important to consider my priorities and how I approach things, rather than offering generic advice that didn't really fit with my situation or wouldn't be sustainable. She was also very accessible between sessions if I needed to clarify anything.

Initially I felt like I 'ought' to be better at just doing this myself, but it wasn't happening and I was a bit lost at how to plan ahead. It was really helpful to be able to go through everything in detail with Rebecca and think about how to move forward and set up good new habits. Getting practical advice on going freelance was also invaluable, and gave me the confidence to take the plunge while still being financially sensible. Thank you!

Eloise Aston

Business Owner


MORE TESTIMONIALS...

"Rebecca is simply the best. Proficient, knowledgeable with tailor made solutions to your personal needs, caring and responsive. An excellent financial advisor and coach."

Christina Habib

London

"Highly professional and great service. Great to have access to professional, independent financial advice from a female advisor. I would highly recommend Rebecca Robertson to anyone wanting financial advice on investments, pensions and mortgages."

Nicola Heulin

Birmingham

"Rebecca Robertson has helped me when I didn’t think I could get any help
Very professional and personable, I would thoroughly recommend."

Tracey C

UK

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