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
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.
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.
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.
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.
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?.
Reviews (12)
Saleh Rossy
Dec 21, 2021
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Nov 17, 2021
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Emmy Ujiri
Jun 30, 2021
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Isis Layver
Nov 23, 2020
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Christina Habib
Aug 18, 2019
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Nikki Rae
Nov 01, 2018
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I contacted Evolution to get some advice regarding my pensions and they set up a call with Rebecca, who was great to talk to. Very friendly and knowledgable. She was completely up front with me, advising that using a financial advisor probably wouldn't be in my best interests but still helped me think through my alternatives. I thought that demonstrated real integrity, so I would highly recommend getting in touch with her for advice.
Linda Curtis
Sep 13, 2018
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Having lost my brother at such a young age and being left with sorting out his will as executor the whole experience was quite daunting.
Rebecca was a massive help, very professional and understanding and explained the process step by step. My husband and I had no hesitation in drawing up our WILLS with Rebecca and now feel we can relax in the knowledge that should the unexpected happen we have our affairs in order. Thanks to Rebecca, we highly recommend her services.
Rebecca was a massive help, very professional and understanding and explained the process step by step. My husband and I had no hesitation in drawing up our WILLS with Rebecca and now feel we can relax in the knowledge that should the unexpected happen we have our affairs in order. Thanks to Rebecca, we highly recommend her services.
Kim Fribbins
Sep 06, 2018
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Michelle Day
Sep 06, 2018
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I have recently reviewed my life insurance policies. This is a time consuming task and i'm so glad to have had Jennie Delelis to take on the chore of endless searching for me. Once again, she has found me the best solution and has saved me 54% on one of my policies. She works remotely so can help you wherever you live. She gets my recommendation - thanks Jennie .
Jemima Vivien
Jul 06, 2018
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Padma Knowles
Aug 08, 2017
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Melanie has been absolutely fantastic in both her approach and professionalism. She is thorough and looks at the whole picture, as opposed to making a decision based on just one financial element in your life. Melanie listens and genuinely wants to give the best advice and offers you the best solutions for your personal circumstances. It was… refreshing to deal with someone who genuinely takes the time to listen and puts your needs at the forefront of what she does, as well as being someone who is extremely approachable. I would highly recommend Melanie if you are looking at a new will,
Elaine Wilkins
Mar 29, 2017
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