INDEPENDENT FINANCIAL ADVICE FOR WOMEN

FINANCIAL ADVICE
FOR WOMEN

Our mission is to empower and educate women just like you to achieve their financial goals, whether it’s building wealth, saving for retirement, or managing debt. Our team is dedicated to integrating financial planning into your lifestyle, with a focus on building strong relationships and providing tailored advice to meet your individual needs. We believe that with the right tools and guidance, every woman has the potential to achieve financial success and security. Let’s work together to turn your financial dreams into a reality!

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.

INDEPENDENCE | EMPOWERMENT | AUTONOMY

INDEPENDENT FINANCIAL ADVICE FOR WOMEN

As a woman you want to have true confidence that when it comes to finance, you are working with someone that has your best interests at heart - rather than just their own bottom line.
I am proud to offer unbiased advice that is tailored to your individual needs and goals, with a strong belief that financial independence for women is key to personal empowerment and autonomy. I am passionate about helping women like you to achieve their financial goals. Whether you're just starting out in your career, looking to start a family, or preparing for retirement, I can guide you through the complex world of finance and help you make informed decisions. So if you're ready to take charge of your finances and achieve true financial empowerment, let's get started.

“I had the pleasure of working with Rebecca as my financial adviser. Rebecca is extremely knowledgeable and experienced when it comes to all aspects of personal finance, including investments, retirement planning, and tax strategies. She took the time to truly understand my financial goals and tailored her advice and recommendations to my specific needs.” Nicole Newbury, 2023, via Trustpilot

UNDERSTAND YOUR LIFE'S
FINANCIAL PUZZLE...

Spend less than 5 minutes answering 7 questions about your current financial situation – it takes just 2 minutes and is completely free. Once processed you will be able to see the elements of your financial puzzle that you need to focus on!

THE LATEST RETIREMENT STATISTICS FOR WOMEN MAKE THE LANDSCAPE CLEAR...

The latest Women & Retirement Report 2023 published by Scottish Widows shows that the gender gap when it comes to pensions is still a prevailing issues – with single mothers and divorcees particularly affected. This means it is more important than ever to take action. 

%

Of women are not on track for a minimum lifestyle retirement.

K

Giving up work at 30 can cost women £77k in their  pension pot

%

Of divorced women did not discuss their pension assets during the divorce.

K+

The annual amount forecasted for a comfortable retirement (single person).

THE UNIQUE CHALLENGES FOR WOMEN WHEN IT COMES TO FINANCE...

In the UK, women encounter unique challenges when it comes to finance and financial planning. Factors such as the gender pay gap, breaks in employment for starting a family and pension contributions and can affect your ability to accumulate wealth. Women also tend to live longer, which means you need longer-term financial strategies. That is where we can help...
1. Effective Budgeting and Financial Planning:

Crafting a personalised budget tailored to your unique circumstances is the cornerstone of financial stability. We work together to understand your ideal budget.

2. Building an
Emergency Fund:

An unexpected financial setback can occur at any time. We’ll show you how to establish and grow an emergency fund, providing peace of mind when unforeseen expenses arise.

3. Investment
Strategies:

Discover the array of investment opportunities available in the UK. We will help you create a diversified investment strategy aligned with your long-term goals.

4. Debt
Management:

If you have existing debts, we’ll assist you in managing and reducing them strategically – without judgement!

5. Retirement
Planning:

Plan for your retirement with confidence. Learn about workplace pensions, personal pensions, and how to secure a comfortable retirement.

6. Tax
Efficiency:

Gain insights into the UK tax system, ensuring your finances are structured in a tax-efficient manner.

7. Insurance
Solutions:

Protect your financial well-being by reviewing your insurance coverage. We’ll assess your needs for any insurance products, ensuring you have the right protection in place.

8. Estate
Planning:

Safeguard your legacy by creating a comprehensive estate plan. Understand inheritance laws and guarantee that your assets are distributed according to your wishes.

9: Independent
. Mortgage Advice

Maximising your overall situation with your credit file and bank statements, to ensure you are able to get the best mortgage finance available.

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

LIFESTYLE FINANCIAL PLANNING

Lifestyle financial planning can empower women to take control of their financial future by identifying their specific goals and creating a comprehensive plan that addresses your unique needs.

INDEPENDENT MORTGAGE
ADVICE

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

INDEPENDENT PENSIONS
ADVICE

A pension is a long-term investment. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of investments can fall as well as rise and you may not get back the amount originally invested.

INVESTMENTS

The value of investments and income from them can go down. You may not get back the original amount invested.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

NOT SURE WHERE TO START?

BOOK A DISCOVERY CALL TO EXPLORE YOUR FINANCIAL PLAN...

TESTIMONIALS

OUR HAPPY CLIENTS

Lucy Hay, Malmesbury, 1st March 2022

CLEAR | CONCISE | CONSISTENT

MY COMMITMENT TO YOU:

Understanding the financial challenges that you encounter are always unique, I am committed to nurturing your assurance in managing your finances. Specialising in wealth management and lifestyle financial planning, I stand ready to guide you and your family towards a future of financial empowerment and stability.

As a way of getting started, check out my bestselling book, “10 Ways to Accelerate Your Wealth: How to Align Your Finances for an Abundant Life”. This comprehensive guide stands as a testament to my commitment to your financial well-being.

“I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.” Patricia Exley, Hampshire 2019

BOOK YOUR DISCOVERY CALL

Book a call and gain valuable insight that can support you to make the most informed decisions about your financial future.