This week we chat to award-winning independent financial adviser, Rebecca Robertson from Evolution Financial Planning. In this content-packed episode, Rebecca shares her top tips for looking after money in your business, the importance of having a healthy money mindset and how she wants to make pensions sexy! We also chat about how her team of VA’s have allowed her concentrate on the things she loves in her business, or as she calls it her ‘zone of genius’.
Our Guest - Rebecca Robertson
I am a multi award winning* business owner and Independent Financial Adviser, author of 5 star review Financial Planning book, TedX speaker with thousands of downloads and podcast host. With 21 years’ experience in financial services, 10 years of running my own business. Building a team of advisers and support roles to grow the company, reaching six figures with 5 star client reviews – The Times Vouched for Top Adviser. Quoted and expert panel for Financial Times – Adviser section and many other industry press,, spoke on BBC and BBC Radio Kent. I believe the world will become a safer and more ethical place when women become empowered with their money, creating a legacy for themselves and their families.’ (*winner of Financial Adviser of the year Women in Finance awards, winner Role Model of the Year Women in Financial Advice Awards, Winner Customer Service Award – Kent Women in Business)
You will learn
Rebecca’s top tips for managing your finances when running your business.