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About Us

Independent Women.

An extraordinary pioneer.

Transforming wealth since 1997.

Created by women, we are proud to be the UK’s first and only national IFA specialising in wealth management for women. We look at money through a female lens, in unique and creative ways, to provide an extraordinary financial planning, tax and investment experience. For over 25 years, we’ve been imagining and creating a better financial planning service that works for everyone. Because when more of us feel good about money, amazing things happen.

A powerful ethos

We’re transforming women’s financial futures

Our
People

We make it personal.

Our
People

We make it personal.

Our
Values

What we believe.

Our
Values

What we believe.

Women in
Finance Charter

Our pledge for gender balance.

Women in Finance Charter

Our pledge for gender balance.

Bona fides

As part of Mazars, we are proud to hold Chartered Financial Planning status. This award of excellence within our profession demonstrates integrity and commitment to achieving the very highest standards.

You can read more about the benefits to you here.

The original innovator

The first national IFA for women.

360 degree wealth management.

25 years specialist experience.

Part of Mazars FT Adviser Top 100.

Connect with us

Take a step towards a fresh financial future. To book a call or a meeting with one of our expert advisers, simply contact us on the number below, or complete our enquiry form.

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