Evolution Financial Planning

Independent Financial Adviser Gridiron Building, One Pancras Square, London, N1C 4AG
FCA verified
13th August 2018
FEMALE ADVISERS - ETHICAL ALL ROUND ADVICE - CLIENT COMES FIRST
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Rebecca Robertson DipFA CeMAP
Independent Financial Adviser
Where to find us
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

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

Evolution Financial Planning 593368 is appointed representative New Leaf Distribution Limited 460421 which is authorised and regulated by the Financial Conduct Authority.

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