Knowledge
Women and Wealth
As women redefine wealth, our mission is to help foster financial confidence, independence, and long-term security for every woman navigating this new era of opportunity.
Women and wealth: Purpose, Power, and Progress
Watch our on-demand video
Watch our recent breakfast conference on-demand, where our CEO Kim Jenson, journalist Joanna Gosling, entrepreneur Emma Sinclair MBE, and Deputy High Court Judge Amanda Hardy KC, sat down to explore the financial experiences of female leaders, founders, and entrepreneurs.
The journey to wealth
Whether you're building wealth, planning for later life, navigating life events like divorce or widowhood, or simply want to learn more about managing money – our expert insights, guides, and inspiring webinars can help you along your journey.
Explore our resources and take the next step toward financial independence on your terms.
Wealth management insights & events
Read, watch and listen to our personal finance and market commentary. Sign up for the latest insights and to hear about our upcoming events.
How can we help you?
Be confident about your financial situation, now and later in life with personalised financial advice and bespoke investment portfolios.
Financial Coaching
I would like to work with a financial coach to explore my options
Gain clarity around your money situation with Financial Coaching. Speak to a real, qualified expert free of charge, who will help you take the next steps with confidence.
- You’ll speak to a financial coach who has experience dealing with personal finance, investing, retirement and tax questions.
- Your financial coach will provide useful resources to help you on your way. If you need additional support, we'll recommend the best service to suit your needs.
- Your first 15 minutes is free, after which you can choose to book a 1-hour coaching session to delve deeper into your financial situation (£150 incl. VAT).
Find out more
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Bespoke Investment Service
I would like a professional to manage my investments for me
Entrust a dedicated expert to make investment decisions on your behalf.
- You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
- We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
- We can accommodate your investment preferences, such as responsible and sustainable investing; also allowing you to hold your cherished holdings.
- Minimum investment £200,000.
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Holistic Financial Planning
I would like ongoing support from a dedicated financial planner
A carefully designed and personalised financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
- We'll create a simple financial plan that matches your individual needs and objectives.
- We can help you become more tax-efficient with your savings with our range of tax planning tools and techniques.
- Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
Find out more
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Book your free 15-minute session
Complete your details to book a meeting or will we get in touch to find time that works for you.
Call us on: 0207 739 8200
Open Mon-Fri, 9am-5pm
Sign up to our Women and Wealth emails
This monthly newsletter brings together expert financial content tailored for women, along with exclusive invitations to upcoming events.