At Independent Women, our philosophy is that financial security and overall happiness go beautifully together.

Our mission is to help our clients to achieve positive financial outcomes for absolutely the most enjoyment and opportunity from life.

We achieve this through certain values:

Family

At Independent Women, our team and clients are family:  we would do anything for each other, and we treat each other like we would our own families at home – with the utmost respect, care, support and encouragement.  This gives us a very strong moral code.

Empathy

The ability to truly listen, understand and be emotionally intelligent with respect to each person’s unique situation is vital to nurture valuable relationships. This acknowledges the preferences and style of each woman and helps us to deliver what each wants.

Collaborate, Cooperate

We see the client-planner relationship as a team: we work together to put a sound financial plan in place, and we couldn’t be happier when our clients see visible results. Navigating a fluctuating investment market can be nerve-racking at times and our skill comes in keeping the long term objectives in focus. Together, it’s a great combination – unpatronising, unfussy, trustworthy and appealing. A unique relationship and company.

Independence

To deliver a first class, trustworthy and appropriate service, first we must be able to recommend from the whole of the market. We are proudly independent, meaning that we can search the whole market before we make any recommendations to you. This assures you of the very best, unbiased advice that keeps your interests at the very heart.