Financial planning
as individual
as you are.
set to be inherited by women by the end of the decade.
McKinsey
of UK wealth is set to be in the hands of women by 2025.
The Centre for Economics and Business Research
is the average total wealth that men have greater than women, a gap of 35%.
Women’s Budget Group
is the average amount more in private pension wealth that men have than women, a gap of 90%.
Women’s Budget Group
of private-equity investment went to female-led businesses in the first half of 2024, down from 2.5% in 2023.
The Times
of active equity-backed companies were founded by women.
Women’s Budget Group
of venture capital (VC) funding in the UK went to Black female entrepreneurs during the 2009–2019 period.
Women’s Budget Group
is the average amount women have less than men by retirement. Men hold 42% more wealth and 177% more in share investments.
The Times
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
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.
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