Evolution Financial Planning Reviews 11

I won a Financial Power Hour with Rebecca so I wasn’t sure what to expect. I took some questions and she was very careful to ensure that we covered everything. I found her very helpful and thought provoking. She made me think differently about some important things that I need to consider at my age. I advise everyone to have these touch base sessions at regular points in your life. Preparing now will make it so much easier in the future. Thank you Rebecca for your wisdom and advice.

I have known Rebecca for a long time but it wasn’t until I went through a divorce that I needed her professional help and advice to manage my finances. Rebecca has been and continues to be so supportive and helpful, never pressurising me to do anything and willing to spend time answering my questions. She has helped me become confident in making decisions regarding my finances. If I hadn’t had her support I truly believe I would have made some very poor choices. I would thoroughly recommend her .

Sandra has helped us to put money into a pension.
We’ve been really impressed with the way she has dealt with us, she keeps in contact, follows up when she says she will and is completely reliable and very personable – she cares about giving a good service, we’ve been really impressed, Sandra is an asset to Evolution Financial Planning and we wouldn’t hesitate to recommend her.

I love working with Rebecca. In the past I have used big firms and they were not pro-active. Rebecca takes the time to ensure I fully understand everything that we are doing and flags up future things to think about. I feel really on top of my personal and business finances as a result.

I started off with feeling massive fear about money, which went right back to being a kid, I used to put my head in the sand, worked hard and saved hard - trying to avert the fear of somehow becoming destitute. With the help of Rebecca I have now faced that fear!

With her support, she helped me focus on what I really wanted in my life, things I’d not really considered before as I was so focused on just surviving and saving.

Rebecca not only listened to what I was saying, but she listened ‘through’ it, understanding what I really needed and making the leaps in thinking that I couldn’t. Then she took all this input and made it into a concrete financial plan with different scenarios which was incredibly informative.

I’ve gone from an immense fear of money and putting my head into the sand to being optimistic about my options - including potentially changing career and figuring out how to help my kids in life. I wouldn’t have got to this without her. Now I feel calm, empowered and optimistic about my financial future.

I am a new client and talking with Rebecca has made this confusing world make sense!

I'm very happy with the options laid out in front of me and how Rebecca has steered me in the right direction!

Rebecca recently helped me to renew an income protection policy. When the policy came back at 50% more than the initial quote due to family medical history she went above and beyond to find me a company that would approach the underwriting on this issue differently. It was clear her motivation was finding the right policy for me, rather than saving herself time and hassle, or increasing her own profit. This isn't my first time working with Rebecca and I always recommend her to any clients who are looking for a solid, down to earth financial advisor with tons of integrity.

I am a new client and talking with Rebecca has felt like 'coming home'! We have built a rapport quickly and I enjoy meeting with her. There is no trace of the ego sometimes found with IFAs and I am very pleased with her approach.

Rebecca and the team were FANTASTIC! They explained everything so simply and I feel so confident. Every step of the process has been communicated and processed with ease. HIGHLY RECOMMEND

I had the pleasure of working with Rebecca as my financial advisor. Rebecca is extremely knowledgeable and experienced when it comes to all aspects of personal finance, including investments, retirement planning, and tax strategies. She took the time to truly understand my financial goals and tailored her advice and recommendations to my specific needs.

She patiently explained complex financial concepts in a way that was easy for me to understand and always made sure I felt comfortable with the decisions we were making together. She was also very transparent about her fees and any potential risks associated with different investment options.

Overall, I highly recommend Rebecca as a financial advisor. She is professional, trustworthy, and truly cares about helping her clients achieve financial success. If you're looking for a skilled and reliable advisor to guide you towards your financial goals, Rebecca is the person to call.

Thanks also to Katie for handling the administrative side of finances and always being available to answer my emails.

Rebecca and her team have taken us on an easy and incredibly beneficial journey into financial planning and awareness. She has supported us every step of the way and the team have kept us on track.
I now feel far more knowledgeable about our finances and I know I can always ask Rebecca for assistance as she explains options and background so well. She also has a great sense of humour which makes financial planning dare I say it fun!