Advice for Women

Many women face unique challenges and financial decisions throughout their lives. Some of these may have a direct impact on how much money can be put away for the long-term. Career breaks to raise a family, or periods of part-time working, can mean that it is difficult to save enough for the future. And, since women tend to live longer, they may need even more money later in life to fund a longer retirement.

I believe that women deserve financial advice that is tailored to them. Financial wellbeing means finding out more about money and how to manage it, so you feel confident in taking control and making decisions. I will support you in this with clear, practical and personal advice, so you have peace of mind.

It is important to me that I tailor advice to you personally, whilst being sensitive to your attitude to risk. I have a range of expertise with particular relevance for women, such as pension saving and protection or more complex issues such as Inheritance Tax, retirement planning and investing for income or growth.

I will explain these in a clear and meaningful way so that they’re aligned to what you believe in, your values and your personal life goals.

It can be difficult to find time to talk over your financial affairs, and it is easy to put family or career before your finances. I would love to start a no obligation conversation with you to see how we can work together to help you feel confident about your financial future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Get in touch

Talking about your money concerns and questions with a professional, can help you to understand your finances and take control.