Overview

We are a team of qualified and experienced, whole of market, female financial advisors, whose focus is to provide our clients with a five star quality service.

We are able to sit down with our clients and discuss their financial requirements. We give full advice and recommendation, either over the phone, in the comfort of your own home or in our offices. We cover Berkshire, Kent, London, Middlesex, Hertfordshire and Oxfordshire. We have access to products not available on the internet, by getting advice you know you are getting the best product. All information is completely confidential and we pride ourselves on providing our clients an empathetic ear to talk to. The general feedback from our clients is: “clearly understood – answered all my questions – took her time – felt comfortable  –  peace of mind – painless – accommodating”. Read more from our clients ‘here’.

Family protection – life cover, critical or serious illness, income protection – guardianship for children – wills & estate plans – budgeting and money matters – business insurance – mortgages or loans –

At Evolution for Women we are trusted experts, and are not tied to any company’s products. We simply look for best value for all our clients. Our aim is to understand each client’s individual circumstances and to offer bespoke recommendations. Overall, we provide our clients with peace of mind that they can protect themselves and their family’s future.

womens finances

Why are we called ‘Evolution For Women’?

90-95% of Mortgage Brokers or Independent Financial Advisers are men (source). The industry is heavily biased towards men. Our overall business goal is to increase the amount of female financial planners in the UK whilst increasing the amount of financial advice options available to women. There is so much that needs to change in the industry to make an impact on the percentage of women financial planners. Firstly there needs to be a truly flexible working environment, which isn’t working 40 hour weeks. There needs to be encouragement in the workplace to learn and develop and it would need to become less of a sales environment. Women don’t like to sell or be sold too. The more women who become managers in these types of environments, the more women will be employed. But most importantly, it needs to change at the education level with universities and sixth form. Women need to be encouraged to work in a male environment without having to change themselves to become something they are not!

What areas do we cover?

london women financial adviserWe are able to speak to a client over the phone from anywhere in the country however for home visits we cover the following Post Codes:

ME –  CT  – DA – BR – SE – RM – TN – RG – SL

HA – WD –  HP  – AL  – NW  – W – UB – N  – EN

All appointments are subject to speaking to head office first for security reasons and are subject to availability.

 

Meet the team:

Rebecca Robertson

Rebecca Robertson

Director

Financial Planner non investment – Mortgage, Wills and Protection.

Read More About Rebecca

Sarah Drakard

Sarah Drakard

Financial Planner (non investment)

Mortgages – Protection Adviser – Will Writer – Money

Read More About Sarah

Jennie Delelis

Jennie Delelis

Financial Planner (non-investment)

Read More about Jennie

Melanie Eastwood

Melanie Eastwood

Financial Planner (Non-investment)

Read More about Melanie

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