While money doesn’t care if you’re male or female, women often have different experiences, careers, responsibilities and concerns than the men in their lives. Even in equal relationships, it’s normal for a woman - who’s been earning for as long as a male partner - to have a lower income and less savings.

Unfortunately, many women are also less confident in money matters than men. Whether they’ve never been taught or they’ve relied on others in the past, it’s not unusual for the women I work with to feel they lack control of their finances because it seems too complicated. I can help with that.

You can trust me

I haven’t always been a financial adviser. In various roles, I’ve focused on supporting the growth and wellbeing of those around me and I believe that my current role is part of that. Financial wellbeing is incredibly important.

Providing financial advice for the women I work with enables them to gain confidence and independence. Let’s help you identify your future goals and create a plan to achieve them. 

Frequently Asked Questions

Q: What do you actually do?

A: I listen to what you want for your future. Exploring options for investment and budgeting, I’ll create a plan to help you achieve that. My work is all about helping you achieve the future you want.

Q: Am I going to be OK financially?

A: The best thing you can do to protect your future is to look at it now. Having a conversation with someone who understands your situation, your needs, and your priorities is key to putting a plan in place that will work for you.

Q: I feel like I’m not in control of my money. Will financial planning help?

A:  A conversation with a financial planner is a great way to get clarity on your finances, helping you understand where you are and where you want to be - putting you back in control.   

Q: I don’t really understand anything about investing. Isn’t it just gambling?

A: It’s important to find out what kind of protection your investment has and to be comfortable with the level of risk you will take with your investment.  Working with me, you'll be investing in expertly managed funds which are regularly reviewed and adjusted to reflect changes in the market and the performance of the investment.  While there is always the risk that the value of an investment might fall, we’ll talk about how much risk you are comfortable with to ensure you are happy.

Q: How can I minimise the financial impact of maternity leave or a career break?

A: That depends on your current employment and your plans for your break. If you book a call, we can talk about what you might expect, the implications for your income and pension, and how to budget for that.

Q: How can I balance saving for a pension with the costs of living today - and bringing up children?

A: It’s all about planning. Looking at your current needs and income, we can create a budget that prioritises your short-term family needs and long-term savings goals; we can look at tax-efficient savings options and even potential areas for cost-saving.

Q: I’m returning to work after a career break. How can I catch up on my retirement savings?

A: A good catch-up strategy might include increased pension contributions, additional investment options, or exploring workplace benefits. Let’s talk about what you can do and make a plan.

Q: How will I know if I have enough to afford retirement?

A: Firstly, it’s important to think about what you want your retirement to look like. We can have a look at any pensions and savings you have, but we’ll also need to be clear about how much retirement is likely to cost you. Let’s have a chat.

Q: How can I afford to retire at 50?

A: Well, that will depend on where your finances are now. Let’s look at your current situation and make a plan that will allow you to retire when you want to.

Q: Is it too late for me?

I doubt it. Let’s look at your current situation and what you’re hoping for in the future; the only way to be sure is to talk.