Sarah
Sweeting
“I met Rebecca through a business networking event many years ago. I chose Evolution Financial Planning as I’ve followed her business growth and activities since; Rebecca is someone I feel knows her stuff and I can trust. I’m a professional in my own field (marketing & market research) but it was important to use a financial expert to make pension arrangements as I feel I’m out of my depth in this area. Sometimes industry speak can be overwhelming, but Rebecca and Katie have clarified any questions I’ve had and made it easy to understand. I’ve received EFP’s financial advice previously for other products – however my pension is my current priority. The advice and the help I’ve had has been very good value-add – I’ve moved low risks funds into medium risk solutions on the basis of the advice I’ve received – despite having different research skills, I wouldn’t have realised that for myself without EFP’s research. It’s a relief to have someone to do this kind of research for me and make recommendations based on their professional knowledge. Katie is very on the ball, she’s been great at chasing things up when needed, I’m happy that things are now ticking away nicely and I will definitely return for a pension review and future services as and when I need.”
“I had the most fantastic experience using EFP – I went through a divorce and had some issues with a pension I was given I approached many financial advisors over a seven year period that just couldn’t help or didn’t want to as it was ‘a small amount’ I’d met Rebecca at a networking event and I thought it was worth me approaching her – she said “this is a bad situation you should not be in it, I will help”, the relief was absolutely massive I will be eternally grateful, we worked out the best thing to do, we talked through the process and found a solution. There was kindness and understanding at every level – I know nothing about financial advise, so having the support and advise from Rebecca was absolutely amazing, The advice was brilliant and she made it so simple, when no one else would help. I’m incredibly grateful I will tell everyone it’s a great service!”
Victoria
Heath
Karen
Wisdom
“I met Rebecca through a business networking event many years ago. I chose Evolution Financial Planning as I’ve followed her business growth and activities since; Rebecca is someone I feel knows her stuff and I can trust. I’m a professional in my own field (marketing & market research) but it was important to use a financial expert to make pension arrangements as I feel I’m out of my depth in this area. Sometimes industry speak can be overwhelming, but Rebecca and Katie have clarified any questions I’ve had and made it easy to understand. I’ve received EFP’s financial advice previously for other products – however my pension is my current priority. The advice and the help I’ve had has been very good value-add – I’ve moved low risks funds into medium risk solutions on the basis of the advice I’ve received – despite having different research skills, I wouldn’t have realised that for myself without EFP’s research. It’s a relief to have someone to do this kind of research for me and make recommendations based on their professional knowledge. Katie is very on the ball, she’s been great at chasing things up when needed, I’m happy that things are now ticking away nicely and I will definitely return for a pension review and future services as and when I need.”
“I found about EFP by googling financial advice specifically for women when I was looking to buy a house. What stood out was they were focussed on women and I thought they would understand my situation as a female. I’ve dealt with Jenny and Rebecca, I’ve been advised in a timely manner and found them both to be courteous and friendly. The advice I received was clear and appropriate to my needs. The customer service has been excellent and I would rate the overall service 10/10. What I found most valuable was the time taken to understand my unique financial situation with my relationship set up – how we work our finances in our marriage. I felt I trusted everyone in process.”
