Jennie & I  dive deep into the world of life cover and insurance, demystifying these crucial financial safety nets and their impact on your financial future. We touch upon the importance of having the right kind of insurance policies, such as life cover, critical illness, income protection, and business insurance. With share our thoughts &  ideas on how to evaluate existing insurance policies, ensuring they align with your current needs. Plus, we highlight the importance of having...

Get ready to supercharge your sales game and change your approach to selling! In this episode, we dive deep into the world of authentic sales conversations with the incredible Catherine Watkin. Brace yourself for a lively and informative journey that will change the way you think about selling forever! Catherine, a true sales expert, unveils her secrets to success, emphasizing the importance of selling from the heart. No more pushy tactics or sleazy strategies – it's all about building...

Ready to dive headfirst into the art of planning for the last quarter of 2023? First things first, let's talk about the importance of planning. It's not just a mere task on our to-do list; it's a powerful tool for shaping our future. I'll be highlighting how our mindset and goals play a significant role in creating a roadmap to success. Oh, and I can't wait to share this incredible book I'm reading on manifesting and gratitude. Trust me, it's pure gold!  I’ll also be talking about smart...

On today’s show, Rebecca Robertson welcomes her guest, Nicole Winer, a business strategist and coach. They discuss profitability in business and Nicole's background as an ex-global investment banker. Nicole shares her passion for helping others and creating a ripple effect of kindness in society. She also talks about the challenges she faced in her own business and emphasizes the importance of understanding one's numbers and return on investment (ROI). They explore how ROI goes beyond...

Rebecca Robertson engages in an insightful conversation with guest Jennie, an expert in will writing and estate planning. They delve into the intricacies of wills, trusts, and the importance of thorough estate planning. Throughout the discussion, they touch on various key points that shed light on the significance of these legal documents and the potential challenges that can arise. From the role of professional organizations like the Society of Real Writers and the importance of continuing...

Today we are joined by guest Jenny Wright from the Money and Pension Service and we discuss the importance of breaking down taboos and stigma around discussing finances.  The organization provides impartial guidance and information to help people make informed decisions, offering a toolkit for schools and parenting resources to help educate young people about money. Jenny shares a personal story about her own financial struggles and emphasizes the importance of seeking help. The Money and...

This episode focuses on tax management and financial empowerment. Hetty and I share our insights on common tax problems, strategies for tracking expenses and maximizing deductions delving into the mindset around money, and offering tips for setting achievable financial goals.   To begin with we kick off by discussing the importance of tracking expenses and separating business and personal finances, sharing practical tips for managing expenses, including using accounting software and hiring...

Today I am joined by Jennie Delelis as we discuss the current state of the mortgage market. Our conversation centers on the practical aspects of obtaining a mortgage, including the documentation and information that clients need to provide, the challenges faced by clients seeking a mortgage in today's market, and the role of brokers in helping clients navigate the process. Throughout the conversation, we highlight the importance of being prepared and organized when seeking a mortgage. The...

Join me as I discuss the importance of ‘knowing your numbers in business’. Perhaps you may have heard this saying, and often, but I really want to stress the need for businesses to focus on metrics that matter, rather than getting caught up in vanity metrics like social media rankings and downloads. Knowing the numbers offers insights into how businesses can streamline their processes and delegate tasks to improve their profitability. That is why I wanted to share with you my own experience...

Financial planning is important but not all financial planners are qualified, making it important to find a regulated advisor. The planning process is crucial in making sure that you know where you're going, how much you need, and what tools you need to achieve your financial goals. The three main reasons why everyone needs financial planning are accountability, decision-making, and reducing worry. It is important to have a clear picture of what you want your life to look like, and this can...

In this episode, I am joined by Star Monroe who was previously featured on our podcast last year you can check out the episode here - https://rebeccarobertson.co.uk/ep78-female-financial-independence-series-coming-back-to-me/ Today we dive into a conversation about personal growth, self-awareness, and business success. Exploring different topics such as self-trust, intuition, decision-making, productivity, writing, creativity, online business, marketing, manifestation, boundaries &...

In this episode I will be sharing with you updates from a recent conference I was at. Plus I will be exploring with you the intriguing world of pensions and ISAs, where you can discover which investment options align best with your financial goals. While pensions are traditionally seen as long-term investments for retirement, ISAs offer shorter-term benefits with tax advantages.  Deciding between ISAs and pensions depends on factors such as available funds, monthly surplus, tax positions,...

In this podcast episode, I talk about reducing risk when investing. that men are typically more accepting of risk and more likely to invest than women. Providing you with real examples of women who have inherited or earned a significant amount of money but lack the knowledge of investing. I explain that as a financial advisor, my role is to assess clients' risk profiles and suggests ways of reducing risks. I also dive into the volatility of savings interest rates and how it affects...

In this podcast episode, I share how I had to take a break from the podcast due to massive overwhelm. I understand how overwhelming it can be when you are in that state and how sometimes you have to shift things back, take things off your plate, and let things sit. Since I paused the podcast I wanted to share what had been happening, including some big decisions I’ve made about the business. During this time I learned more about my value and what was creating my future wealth, which allowed...

It’s about time, not timing when it comes to investing. There is a common misconception that when it comes to investing that it's all about trying to time the market. Having to predict the future so you can buy when prices are low, sell when they are high, and make a return on your investments. But the thing is, no one can predict the markets and what they are going to do.  As a Financial Advisor who is all about stability, security & long-term planning. Advising people when they should...

A recession is a significant decline in economic activity across a wide range of sectors and industries. Right now as I recorded this episode the UK is not currently in a recession. It's not been forecasted by the Bank of England, but there is a lot of talk about it is likely based on what is going on with consumers. A recession usually lasts for a prolonged period, typically six months or more.  They can have a significant impact on our lives, both financially and emotionally and during a...

It's one of the big questions that comes up quite a lot. Clients that I've talked to have lots of different pensions all over the place, they've often forgotten, then they don't know where they are, how much is in them, let alone what their fees are, what their charges are, what they're invested in what the risk profile is, or how much they actually could retire on. It's the ultimate question so listen to the full episode to find out more.  If you are looking to have a general spruce up of...

In today's session I'll be talking to Skye Barbour who is a business and leadership strategist. She has played a vital part in helping ambitious entrepreneurs build multi-seven figure businesses by having their workflows while doubling their profits. We're talking about how you shift from sole trader on your own, to having a team and how to manage that team ongoing into how to pivot being on your own to having your dream team. Sky Barbour has helped clients reach Full Freedom by scaling...

In the final week of our Financial Detox, we will be looking at the more holistic view of your financial situation. Take the Financial Well-being Assessment quiz here: https://evolutionfinancialplanning.co.uk/financial-well-being-quiz Feel free to join my Facebook Community and you will find inside all replays from the previous weeks of our 4-week Financial Detox. You can also head over to watch the podcast on my YouTube Channel here - https://www.youtube.com/user/evogirl007  I would...

This week is about looking at the bigger picture. For a lot of people at the moment, it might just be a case of living from week to week and getting by, trying to pay the bills and put food on the table but there is also a need to consider planning for the future goals. We want to put some money aside for our future goals and general expenses.    Feel free to join my Facebook Community and watch out for the final week of our financial Detox. You will also find inside all replays from the...

In Week 2, I will share more about budgeting and fixed outgoings which I call essential outgoings. Knowing what your outgoings are helps you to understand what you can pay yourself.  So if you haven't got a spreadsheet and you want a budget planner, just email me “budget planner, please” at [email protected].   Want to come and join us for week 3 of our Financial Detox? Join our community Money Mastery Collective https://www.facebook.com/groups/womensmoneymastery Check out my...

Financial Detox Week 1, I will discuss our money mindset and how we can pick up on how things are affecting us. I will talk about some psychology and the things that I do around to keep my mindset healthy. And I will talk about needs, wants and purpose, and how we can start to look up a few tools to help us get into a rhythm.   If you’re ready for the Financial detox, give me a #upforit in the comments and reviews. And if you have not joined our private FB Group where Financial Detox is...

Be more careful in managing your finances. Look at what it looks like when you start investing, and when you start putting that money aside, you start to get a feel for it. When you can start to understand how much you need to put aside to retire to have a better lifestyle, you then start to adjust how you're spending and you start to prioritize your money monthly on a different basis. Listen to the full podcast here: https://rebeccarobertson.co.uk/podcast/ Checkout My VIP Rewards here:...

In September, I will be celebrating my 11 years anniversary of being in the business. And in today’s episode, I talked about what I would do if I could start over. I shared ​what I've learned, where I've got and how I've got to be where I am today. If you want to join my Alliance Collective Taster Day on 1st September where I will be discussing how I run the Alliance Collective, a women’s networking group, what we do, how we do it and who it is for. Sign up below to secure your seat. ...

In this episode today, we are going to talk about how you create the right network for you and your business. I will also give you some of my book recommendations and a bit about my local network group called Alliance Collective.   If you’re interested to know more about Alliance Collective, you can check out and book a free 10 minute call if this membership is the right fit for you. https://wealthstrategist.kartra.com/page/alliancecollective