Financial planning
as individual
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£24 trillion

set to be inherited by women by the end of the decade. 

McKinsey

60%

of UK wealth is set to be in the hands of women by 2025.

The Centre for Economics and Business Research

£92,762

is the average total wealth that men have greater than women, a gap of 35%.

Women’s Budget Group

£83,879

is the average amount more in private pension wealth that men have than women, a gap of 90%.

Women’s Budget Group

1.8%

of private-equity investment went to female-led businesses in the first half of 2024, down from 2.5% in 2023.

The Times

<6%

of active equity-backed companies were founded by women.

Women’s Budget Group

0.02%

of venture capital (VC) funding in the UK went to Black female entrepreneurs during the 2009–2019 period.

Women’s Budget Group

£101,000

is the average amount women have less than men by retirement. Men hold 42% more wealth and 177% more in share investments.

The Times

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.

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Services

How we support your goals

Wealth Planning

Tax

Pensions & Retirement

Investments

Protections

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.

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What our clients say

"Lesley has been my Financial Advisor for several years and has helped me in numerous ways. Apart from organising my divorce settlement, she set up a Trust Bond for my children, put in place a pension scheme, helped in buying property and continues to monitor a long term financial plan she put in place. When I have approached her for more difficult requests she has gone out of her way to come up with a fitting solution"
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“Over many years, Lesley advised us how to maximise our long term savings using SIPP, ISA and GIA. As we now begin retirement, Lesley assisted us in evaluating alternative ways to draw on our savings to meet our spending aspiration, with tax efficiency.”
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“Jen is fabulous at explaining everything really carefully, I feel very safe with her advice and she listens carefully so I feel completely met with my needs. She totally understands my situation, is very careful about family needs and I couldn't rate her more highly”
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“Jayne took the time to understand my complex personal and professional requirements. I met with Jayne over several meetings to get the right outcome. Jayne investigated every aspect and offered solutions. Jayne continues to help me through a key life event to ensure my financial planning goals are met.”
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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.

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