Evolution Financial Planning is an award-winning, female-led financial advisory firm specializing in providing independent, holistic financial planning services for women, families, and business owners. Founded and led by Rebecca Robertson, a best-selling author and TEDx speaker, the firm stands out for its personable, transparent, and empowering approach to helping clients achieve financial confidence and security.
The team adopts a lifestyle-focused, 360-degree perspective on financial planning, tailoring bespoke solutions that align with each client’s unique goals and life stages. With over 20 years of experience in estate planning and a commitment to ethical investing, Evolution Financial Planning offers end-to-end guidance in a supportive, approachable environment. The firm is dedicated to serving clients who value clarity, trust, and a friendly advisory relationship.
Services Offered
- Financial Advisor
- Estate Planning Lawyer
- Investment Service
- Mortgage Broker
- Lifestyle Financial Planning
- Independent Mortgage Advice
- Independent Pensions Advice
- Ethical Investments
- Insurances (Life, Critical Illness, Business, Income Protection)
- Wills & Estate Planning
- Retirement Planning
- Divorce Financial Planning
- Managing Inheritance
Evolution Financial Planning primarily serves clients across the UK, with a special focus on women, entrepreneurs, and families. The firm is an appointed representative of 2plan wealth management Ltd, authorized and regulated by the Financial Conduct Authority (FCA).
