Are you taking ownership of your financial future? Independent financial advisor and trailblazer for women's financial independence, Rebecca Robertson, shares her 15-year journey of helping women and families achieve financial confidence. Drawing on her personal experiences and professional expertise, Rebecca explores the emotional side of money, challenges generational myths and advocates for open conversations about finances. She discusses raising money-savvy children, aligning financial plans with personal values and redefining wealth beyond money. With a focus on how to build meaningful, purpose-driven financial freedom, this powerful and practical conversation shines a light on financial empowerment calling you to own your wealth.
KEY TAKEAWAY
'We talk about mental health a lot more, but we don't talk about how that affects money. That's not the mainstream conversation.'
BOOK RECOMMENDATIONS*
The Millionaire Next Door by William Danko and Thomas J Stanley - https://amzn.eu/d/dxxJrdx
ABOUT REBECCA
Rebecca Robertson is an award-winning author, TedX speaker, podcast host and Independent Financial Adviser who is passionate about helping women in business to gain the confidence to plan their financial future and take control of their finances.
With over 25 years' experience in the financial sector she has been featured in Forbes Magazine, The Financial Times, BBC Radio and other national publications.
As The Times most vouched for Adviser she is also the winner of:
• Financial Advisor of the Year, Women in Finance Awards
• Role Model of the Year, Women in Financial Advice Awards
• Customer Service Winner at Kent Women in Business Awards.
As a straight talking, no fluff financial advisor who runs a successful six figure business that also supports other women. Rebecca understands the conflicting priorities women face when it comes to finances and created this planner to help them start their journey to financial freedom.
CONNECT WITH REBECCA
https://www.evolutionfinancialplanning.co.uk
https://www.rebeccarobertson.co.uk
ABOUT THE HOST - AMY ROWLINSON
Amy is a purpose and fulfilment coach, author, podcast strategist and mastermind host who empowers purpose-driven leaders to boost productivity, engagement and meaning in life and work. Through transformational conversations, Amy helps individuals overcome overwhelm and live with clarity, building living legacies along the way.
WORK WITH AMY
If you're interested in how purpose can help you and your business, please book a free 30 min call via https://calendly.com/amyrowlinson/call
KEEP IN TOUCH WITH AMY
Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter
CONNECT WITH AMY
https://linktr.ee/AmyRowlinson
BUY AMY'S BOOK (Shortlisted in the 2025 Business Book Awards) *
Focus on Why by Amy Rowlinson with George F. Kerr – https://amzn.eu/d/6W02HWu
HOSTED BY AMY ROWLINSON
DISCLAIMER
The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence.
*As an Amazon Associate, Amy earns from qualifying purchases.
