Financial planning
as individual
as you are.

Transform your wealth

We recognise that historically, women have faced unique challenges in financial planning, often lacking the tailored support they deserve.

Inspired by Forvis Mazars’ commitment to look looking ahead for our clients, our people and our communities, we are dedicated to reshaping the future of financial planning for women.

Our mission is to provide personalised, forward-thinking financial strategies that empower women to achieve their goals and secure their financial wellbeing.

By understanding and addressing the unique financial needs of women, we aim to build a more inclusive and equitable financial landscape for all.

Services

How we support your goals

Live a richer life

Wealth planning is not about spreadsheets, it’s about discovering what is important to you.

Supported by our tax specialists, we will ensure your plan flexes as your needs do, helping you to manage any tax liabilities including Inheritance Tax and Estate Planning.

If you plan to move out of the UK or reside overseas and are looking to invest in the UK, we can also support you with your international tax needs.

What our clients say

About Independent Women

Every story is unique. So, understanding your personal journey and future goals is where we begin. As one of the first independent advisory firms to focus on the needs of women, our passion will and forever remain empowering our clients to take control of their finances. Now part of the Forvis Mazars family, we’re able to offer even more specialist financial services for women.

GET in touch about our services

Say hello to financial savvy