Be a Woman With a Financial Plan
Financial Planning for Women
Working together
Women-centric approach
We offer female-orientated financial planning and guidance services that fit around you and your goals. We will guide you and your family towards your truly successful financial future and deliver intelligent wealth management solutions without jargon and judgment. We feel that financial advice should be affordable and accessible, and empower you to become financially independent.
Build your wealth
A financial plan with clear objectives could help you build solid foundations for a prosperous future.
Manage your wealth
Investment advice could help you achieve financial independence and stay in control of your finances.
Retire happy
As a woman, living longer can have its challenges and being prepared for retirement is even more important.
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Why there is a difference in financial planning for women?
A higher life expectancy
Statistically, women live longer and the planning needs to address this. Essentially, women would need more money than men for their retirement. The term of investment will have an impact on the decision-making and strategy. Women also tend to inherit from their spouses and will need a different approach to planning in later life.
Career breaks (caring for others)
Women are more likely to take career breaks to care for children or elderly family members. This would have a significant impact on the amount of savings they are likely to have for their retirement. During the career breaks it is still very important to make sure you contribute as much (or as little) as possible to build up future wealth
A more cautious approach to investing
Women tend to be great at budgeting for the present but more cautious about investment risk and planning for the future. Women would also put other people’s needs first and might not see their future financial needs as a priority.
A higher proportion of part-time work
Working part-time might suit many women with caring responsibilities but they might not qualify for occupational pensions. Occupational pensions, if available, might not build up sufficient wealth to cover future needs and might need to be supplemented by private retirement savings.
One solution does not fit all
Women tend to be underrepresented and put off from taking financial advice due to historical assumptions. Women need to recognise their financial needs and that they might need to take a different approach to men to achieve their objectives. This is also the reason why women should take up advice and have a financial plan for their future.
Holistic approach to financial planning
It starts with a coffee and a chat.
plan of action
Financial solutions to fit your style
Lifestyle Planning
Setting Up Goals
We will align your financial plan with your personal goals, values and aspirations. We will help you establish where you are, where you want to get, and how to get there.
Investing in the future
Assets and forecasts
A plan will envision how your future can look like, taking into account your income and expenditure, assets and liabilities, and put it against your future expectations.
Navigating change
Embrace and adapt
The plan is designed to adapt to changes with regular reviews of life objectives and market conditions. The plan is a starting point for your lifetime journey.
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver."
Ayn Rand
Financial Planning for Women
Tailored for key life stages
We can never predict the future but we can make sure you are ready for whatever the future brings. We will break down the complexity of financial management and give you the clarity and guidelines you need.
Business and Career
Whether starting or growing a business, moving jobs or career change, we are here at every stage of your professional journey to help you keep going.
Relationships
Make-ups or breakups can have a significant impact on your finances, from divorce and separation to entering a new relationship, we can help you prepare for a change.
Inheritance
Inheriting from a spouse or a family member can have significant consequences, from pension management to wealth transition, it can carry additional challenges we can help to manage.
Retirement
It’s never too early to start planning for retirement. A key to a happy retirement is a sensible plan and regular reviews to stay on track.
Property
Buying, selling, renting, investing, there are many ways to property ownership. We will help you navigate the process with ease.
Protection
Women often take responsibility for children and other family members, so it is important to protect them from the unexpected.
Make your money work smarter
Retirement made easy
Know your number
How much is enough? How much money do you need for the rest of your life?
Make a plan
If you fail to plan, you are planning to fail. The secret of getting ahead is getting started.
Stay on track
Regularly review your financial situation and make necessary changes to keep you on track.
how we can help you
Financial health-check
An in-depth review of your finances that leads to the creation of a personal financial plan.
Planning for retirement.
A bespoke cashflow modelling and forecast to help you achieve the best possible retirement.
Passing on a family wealth.
Sharing wealth with the next generation and minimising the Inheritance Tax liability.
Financial planning for business owners.
Specialists advise including employer pension schemes, employee pensions and benefits, and protecting you and your business.
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