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

We want to understand your requirements and will analyse your current situation, your family needs, your career goals, your money attitude and your risk tolerance. We provide goal-based planning to help you achieve your financial objectives without jargon and investment-centred advice.
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.


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.


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.


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.


Buying, selling, renting, investing, there are many ways to property ownership. We will help you navigate the process with ease.


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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