Women seeking a plan
A trusted partner on your journey
Financial planning is one of the most powerful steps a woman can take to secure her future independence and happiness. Regardless of your age, career, or circumstances, a financial plan can truly transform your future.
As a female professional, you will find a strong connection with a female Financial Planner like Lottie, who shares your experiences and deeply understands your aspirations and the challenges you face.
Here to make things easier
Realising your vision
We begin by understanding where you want to go in life. We'll explore essential factors such as family commitments, career ambitions, and personal motivations.
A clear path forward
No matter your goals, you must identify a path to get there. We’ll create a clear plan, tailored to your goals, so you can confidently achieve them over time.
Visualise Your Future
Our Visualise Your Future process gives you a clear picture of what's ahead. It shows different scenarios so you can see the advantages and disadvantages of each.
Supportive environment
We provide a welcoming space for women across the UK to discuss their financial goals, concerns and experiences without judgement.
Boost your knowledge
Through educational resources, personalised guidance, and transparent communication, we'll help you understand your finances and feel confident.
Long-term support
Once everything is set up to meet your short- and long-term goals, we’ll stay by your side as your ongoing financial partner and have regular review meetings.
Hear from people in your shoes
We’ve got you covered
Find out moreWhy is financial planning different for women?
Women tend to face unique financial challenges, such as longer life expectancies, career breaks and wage disparities. These mean that financial plans must be flexible and comprehensive, ensuring women are prepared for retirement and other financial goals.
Do I need to be super wealthy to work with a Financial Planner?
Our services are designed for women at all stages of life and wealth levels. Whether you’re just starting to invest or need guidance managing an established portfolio, we can help create a plan that fits your needs and financial situation.
How can I protect my family financially?
We offer advice on protection strategies, including life insurance, critical illness cover, and income protection. These plans ensure that if anything unexpected happens, your loved ones are financially secure and cared for.