Evolution Financial Planning

Independent Financial Adviser  Gridiron Building, London, N1C 4AG
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FCA authorised
Last authorised 26th July 2021
FEMALE ADVISERS - ETHICAL ALL ROUND ADVICE - CLIENT COMES FIRST
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MRS Rebecca Robertson DipFA CeMAP
Independent Financial Adviser
About us

Evolution Financial Planning are female advisers who ensure our clients are part of the process and understand the decisions they are making.

We are independent female IFAs, mortgage brokers and will writers. We give full advice and recommendation, either over the phone, in the comfort of your own home or in our offices. We offer appointments during the day or evening. We have access to the whole market place and by getting advice you know you are getting the best product. We put a feminine touch to finance!

Our services

- pension consolidation, releasing tax free cash from pensions, pension reviews, retirement planning
- mortgages of all types including residential, self employed/contractor, right to buy, help to buy, shared ownership, buy to let, remortgage, rate switch/product transfer, bridging, commercial, self build, first time buyer, releasing equity, debt consolidation, reducing mortgage, gifted deposits
- ISAs, savings, childrens savings, tax efficient savings
- life insurance, illness insurance, protecting your income
- will writing, estate planning, guardianship, trusts, inheritance tax advice, lasting power of attorney
- financial advice around divorce

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Gridiron Building, One Pancras Square, London, N1C 4AG

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