Life stages

There has clearly been a marked increase in women wanting to take control of their finances and we believe it is important to tailor our wealth management services to account for known differences in the female financial journey.

Succession planning is not simply a ‘nice-to-have’. It is imperative that you have firm plans in place for leaving a legacy, as well as passing wealth on while you are still around.

When the dust is settling following your divorce, it’s likely you will start thinking about everything you need to do, especially when it comes to your finances.

Divorce, one of the largest, and hardest life events anyone can go through, often presents women with unique financial decisions for the first time, offering both challenges and opportunities.

The prospect of outliving your partner or spouse is not one many of us care to think about too often. Like many potentially life-changing events, it can illicit emotions of helplessness, leave us frightened for the future and worried about our financial position.

Discussing matters of money does not come naturally. Talking about our finances, such as how much we earn or hold in savings, is taboo for many of us.

While issues such as mental health and gender equality in the workforce have received a lot of attention in recent years, shockingly the menopause is still seen as a taboo subject.