Rebecca Robertson

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Rebecca Robertson

Evolution for Women

Financial Planner – Mortgage, Wills and Protection Specialist

Founder of Evo Girls

Mumprepreneur –Award Winning – Public Speaker – Featured in the Independent ‘women in finance’ –Women’s Section Writer for ‘Mortgage Introducer magazine’ – Financial Expert for ‘The Talented Ladies Club’.

My role as a financial planner is to speak to clients about their financial needs, in a wide range of areas. My goal is to empower women with their finances to achieve long term financial security. I do this by going over each step with the client, at their pace. If the client approaches me about a particular product, this is completely fine. However where appropriate, be it six months later, I will keep in touch with the client to ensure they are have reached their full financial potential.

Having worked in the financial services industry for 14 years in banks and brokerages, as an adviser and in management, I have a wide range of knowledge which allows me to give my clients independent and holistic advice. Customer services and the client’s needs come first to me and I aspire to have a five star service. I am passionate about my business and the clients I help!

  • Family Protection (life cover, critical illness and income protection,
  • Wills and Estate Planning
  • Financial Guide for Savvy Business Women
  • Buildings and Contents
  • Budgeting and Money Matters
  • Business Insurance
  • Mortgages and Loans

 

www.evolutionforwomen.co.uk

Email: customerservices@evolutionforwomen.co.uk
Mob: 01634 820794