Family Wealth Planning Advisor | Independent Women, UK

Family Wealth Planning

Family Wealth Planning.

Thriving Together.

Empowering your family’s dreams.

We believe that financial freedom creates extraordinary possibilities—not just for you, but for the people who matter most. Whether it’s securing your children’s future, supporting aging parents, or leaving a meaningful legacy, we help you build a financial plan that aligns with your values and long-term goals.

Our mission is to boost your financial confidence, deepen your knowledge, and give you the tools to make informed decisions—so you can create the future you envision for yourself and your loved ones.

What our clients say

“When my husband died, I needed to ensure that what we had built together was protected for my future and our children. Selling our business was a long process, but working with Independent Women eased the burden and gave me the confidence to explore different options. I now have a long-term financial plan I’m truly happy with, and I know my family’s future is secure.”

Exploring every opportunity, together.

We create a welcoming, collaborative environment where you can reflect on your lifestyle, your goals, and what matters most to you, at your own pace. Our compassionate team is here to understand your unique financial needs and help you:

✔ Grow & protect your wealth through personalised investment strategies

✔ Maximise tax efficiency to keep more of what you’ve built

✔ Adapt your financial plan as life changes, through regular reviews

With Independent Women, your financial journey isn’t just about numbers—it’s about ensuring your wealth supports the life you want, both now and for generations to come.

How we support your family

Lifestyle Planning.

We work with you to understand your family’s life goals. Then we create the clear and intuitive plan that will bring them within reach.

Estate Planning.

The confidence that loved ones will be looked after when you are gone, with your assets passed on in exactly the ways that you intended and in the most tax-efficient ways.

Generational Planning.

We look to the future, envisioning your family’s financial health at every milestone, ensuring that each individual feels supported when they begin moving towards greater financial independence.

Contingency Planning.

By preparing for the unexpected, you’ll know that whatever life brings, your family’s future is taken care of.

Ongoing Support.

We stay with your family for the journey, mentoring, guiding and evolving your financial plans as life evolves, liberating you to make the most out of life.

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.