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Full Financial Planning
Ongoing Partnership
Financial Planning for Women
For those ready to take full control
We understand that women’s financial needs are unique and often evolve with life’s changes. Whether you’re planning for a major life event or simply want to feel more in control of your financial future, our personalised financial planning services are here to help.
We work closely with you to create a customised plan that reflects your goals, values, and life circumstances. From budgeting and saving strategies to tax planning and wealth preservation, we’re dedicated to ensuring you have a clear path toward your financial independence.
Our Financial Planning Services Include:
- Goal-Based Planning – Tailored strategies that align with your personal and professional aspirations.
- Cash Flow & Budgeting – Helping you manage your money today to create the future you envision.
- Tax Efficiency – Crafting tax strategies to keep more of your hard-earned wealth.
- Estate Planning – Ensuring your legacy is protected for future generations.
Schedule a consultation today to create a plan that’s as unique as you are.
Investment Management for Women
From Comprehensive Planning to Smart Investing
Financial planning is about more than just setting goals—it’s about making informed decisions at every stage of your journey. Once we’ve built a solid foundation with budgeting, tax efficiency, and estate planning, the next step is ensuring your money is working for you. That’s where strategic investment management comes in.
We help you navigate the world of investing with clarity and confidence, aligning your portfolio with your personal aspirations and risk tolerance. Whether you’re looking to grow your wealth, plan for retirement, or secure your legacy, our approach ensures your financial plan remains dynamic and adaptable to life’s changes.
We’ll ensure your financial plan incorporates a clear, strategic investment approach, helping you build wealth efficiently and confidently while adapting to your evolving goals and priorities.
Did you know?
Many accomplished women often favour cash or property over other investments, missing out on potential returns due to uncertainty around investment risks or lack of confidence in navigating them. We make investing approachable, empowering you to take charge of your financial future with clarity and confidence. Our investment management services are tailored to align with your goals, factoring in your risk tolerance, life stage, and unique priorities. We take the time to get to know you, ensuring we create an investment strategy that grows your wealth steadily and safely. Our approach is based on careful research, diversification, and ongoing portfolio management, so you can feel confident in your financial future. With our hands-on, personalised approach, you’ll feel empowered to make smart, informed investment decisions that reflect your values. For more about our investment philosophy click here
Retirement Planning for Women
From Growing Your Wealth to Securing Your Future
Building wealth is just one part of the journey—ensuring it lasts is just as important. As life evolves, your financial focus shifts from growing assets to creating a secure and sustainable retirement. Women often face unique challenges, from longer life expectancies to career breaks and caregiving responsibilities.
We take a thoughtful approach to retirement planning, helping you transition from wealth accumulation to income sustainability with confidence. Our strategies prioritise security, flexibility, and peace of mind—ensuring your money lasts as long as you do.
From maximising pensions to creating income strategies and addressing healthcare costs, we tailor plans to your needs. Our goal is to provide the financial foundation for a secure and fulfilling retirement.
We’ll ensure your financial plan supports a smooth transition from wealth building to retirement, providing you with lasting security, flexibility, and peace of mind.
Exploring your options?
If you’re currently exploring your options, we’ve got some helpful tips to guide you in finding the right financial advisor. Why not download our PDF, which includes key questions to ask and our handy scorecard to help you compare and keep track of your choices.
Inheritance Tax (IHT) and Estate Planning for Women
From Financial Independence to Securing Your Legacy
A strong financial plan isn’t just about achieving independence today—it’s also about protecting what you’ve built for the future. As your wealth grows, so does the need for careful planning to ensure it’s preserved and passed on efficiently.
Inheritance Tax (IHT) can have a significant impact on the wealth you leave behind, but with the right strategy, you can minimise tax burdens and ensure more of your estate goes to your loved ones. That’s where estate planning comes in—providing clarity and confidence in securing your legacy, safeguarding your family’s future, and ensuring your wishes are honoured.
We’ll ensure your financial plan includes proactive estate and tax strategies, so your wealth is protected and passed on according to your wishes.
Pension Withdrawal Management for Women
Navigate Your Pension Withdrawals with Confidence
As you approach retirement, managing your pension withdrawals becomes a crucial aspect of ensuring your financial security. We understand that the decisions you make during this stage can significantly impact your quality of life in retirement. Navigating pension withdrawals can be complex, with various options available that may affect your long-term financial health. We take the time to explain these options and help you make informed decisions that secure your financial future.
We’ll ensure your financial plan includes a well-structured pension withdrawal strategy, so you can enjoy retirement with confidence, security, and peace of mind
Want to know more? Lets talk.
Life Insurance and Protection for Women
From Wealth Building to Protecting What Matters Most
A strong financial plan isn’t just about growing and managing wealth—it’s also about protecting it. Life is unpredictable, and safeguarding your financial future means preparing for the unexpected. Ensuring your loved ones are financially secure, no matter what happens, is a crucial part of long-term planning.
That’s where life insurance and financial protection come in. By assessing potential risks and planning ahead, you can create a safety net that keeps your financial plan resilient and your family’s future secure.
We’ll ensure your financial plan factors in the right protection strategies, so you and your loved ones are covered for whatever the future holds.
Wealth Management for Female Business Owners
Empower Your Business and Personal Finances with Tailored Wealth Management
As a female business owner, you juggle numerous responsibilities, from running your business to managing your personal finances. We recognise the unique challenges and opportunities you face. Our full financial planning service is designed specifically for women like you, empowering you to build and protect your wealth while ensuring your financial future is secure. Navigating the financial landscape as a business owner can be complex. We work alongside you and you your network of professionals to break down the key elements of wealth management tailored to your needs. This will include elements like investment strategies, succession planning and retirement.
Exploring your options?
If you’re currently exploring your options, we’ve got some helpful tips to guide you in finding the right financial advisor. Why not download our PDF, which includes key questions to ask and our handy scorecard to help you compare and keep track of your choices.
Latest Eva Updates and Upcoming Events
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