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What Money Means to Me-Taking Control: A Financial Wake-Up Call
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Eva Essential Blog- The Budget & Business Owners
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Eva Essential Blog- Smart Investment Strategies for 2025: How Women Can Build Wealth
About Us
Finding the Perfect Financial Advisor, A Partnership That Fits
Choosing a financial advisor is a bit like finding the right partner—you want someone who’ll be there through all of life’s twists and turns. This isn’t just about picking someone to manage your money; it’s about finding a person you trust to guide you, help you make important decisions, and stay by your side through the good times and the not-so-good. That’s why getting the right fit is so important.
We believe that before any commitment is made, it’s essential we get to know each other first. We want to make sure we’re a great match for your financial goals and that you feel confident and comfortable working with us.
A word from our Founder
Sarah Roughsedge
Job Title:
Chartered Financial Planner, Founder of Eva Wealth and Certified Financial Coach (also Mum of 3, wife, sister, daughter, trustee, mentor…so I understand the juggle!)
Why create Eva Wealth Management for Women?
Recognising the unique challenges women often face in financial planning and often being left on the sidelines when it comes to finances—I established Eva Wealth in 2017 to offer tailored strategies that truly reflect women’s needs and priorities.
I’m truly passionate about ensuring financial equality and empowering women through education, especially during pivotal life transitions like divorce, retirement, or bereavement. At Eva Wealth, our service is dedicated to providing the personalised guidance and support women need to take control of their financial future with confidence and clarity, so they can thrive—no matter what life throws their way.
I’ve been featured in the Financial Times and appeared on BBC Women’s Hour, where I’ve championed these causes. My goal is simple: to equip women with the tools they need to navigate life’s milestones with confidence and build a secure financial foundation—so they can focus on what really matters.
Fact about me: I originally trained as a neuroscientist and in my free time took to the skies to obtain my pilot’s licence. Sadly this was some time ago now, so I can’t offer any private charters to client meetings!
Things that make happy: DIY, gardening, beekeeping, re-upholstering furniture and relaxing at the end of all of those things with a G&T.
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.
What makes us unique?
We listen
Life is risky and investing takes you into a world of all sorts of different risks.
While some women may be more risk-averse when it comes to their finances, there are many women who are more “risk-aware”. This means they will want to ask more questions and satisfy themselves that they have considered everything before making financial decisions.
Whatever your attitude to risk is, it is essential that you understand the risks involved with your investments and we help you to understand the impact of these so you can make wise decisions accordingly.
When you work with us, we want you to ask questions in comfort. Remember, there are no stupid questions. You’ll feel listened to and understood, while gaining valuable clarity about your finances. We flourish when we feel listened to and become empowered to grow in our financial wellbeing.
While some women may be more risk-averse when it comes to their finances, there are many women who are more “risk-aware”. This means they will want to ask more questions and satisfy themselves that they have considered everything before making financial decisions.
Whatever your attitude to risk is, it is essential that you understand the risks involved with your investments and we help you to understand the impact of these so you can make wise decisions accordingly.
When you work with us, we want you to ask questions in comfort. Remember, there are no stupid questions. You’ll feel listened to and understood, while gaining valuable clarity about your finances. We flourish when we feel listened to and become empowered to grow in our financial wellbeing.
Making life easier for you – Team Assemble!
Getting joined-up advice from professionals can add real value. That’s why we are happy to accompany you if you have meetings with tax or legal specialists.
This ensures every aspect of your situation has been considered properly, and the way they dovetail into each other is worked into your bespoke wealth strategy.
This ensures every aspect of your situation has been considered properly, and the way they dovetail into each other is worked into your bespoke wealth strategy.
Knowing you’re not Superwoman
Even Superwoman needs a break. We also recognise our clients have busy lives and could be travelling or juggling family and business commitments.
So, as much as possible, we’ll keep paperwork to a minimum and you’ll always receive clear, concise communications.
So, as much as possible, we’ll keep paperwork to a minimum and you’ll always receive clear, concise communications.
The bigger picture- Meeting your financial objectives ethically
Research suggests that women are more likely to be influenced by the needs of their communities, society and the world around them – taking environmental, social, and governance (ESG) factors into account. We are truly passionate about how our role can really make a difference on a much bigger stage and take responsible investing seriously because we believe it should generate better outcomes for our investors over the long term.
Investing in responsible and ethical funds can help the planet and can help provide better outcomes for you over the long term. It can also help future generations. If it’s an area of importance to you and it is suitable for you, our investment solutions seek to place an emphasis on sustainability
Investing in responsible and ethical funds can help the planet and can help provide better outcomes for you over the long term. It can also help future generations. If it’s an area of importance to you and it is suitable for you, our investment solutions seek to place an emphasis on sustainability
Our commitment to excellence
We offer a high-quality, bespoke financial planning service for women. But don’t take our word for it.
In March 2022, as part of Clarus Wealth, we received a Gold award from Investor in Customers (IIC) – the highest recognition of superb service.
As well as highly qualified independent financial advice, you also have the peace of mind that we always have your best interests at heart.
In March 2022, as part of Clarus Wealth, we received a Gold award from Investor in Customers (IIC) – the highest recognition of superb service.
As well as highly qualified independent financial advice, you also have the peace of mind that we always have your best interests at heart.
We don’t just talk the talk
Eva is committed to sustainability, which is why we are Planet Mark certified. This allows us to measure and reduce our carbon footprint, while at the same time helping protect an area of endangered rainforest.
Through Planet Mark we also support the Eden Project, which promotes education about the living world.
We are also members of the Financial Vulnerability Taskforce, a new independent representative body that covers the personal finance sector. This encourages proper behavioural attributes and it ultimately establishes good practice with consumer vulnerability at the fore.
Through Planet Mark we also support the Eden Project, which promotes education about the living world.
We are also members of the Financial Vulnerability Taskforce, a new independent representative body that covers the personal finance sector. This encourages proper behavioural attributes and it ultimately establishes good practice with consumer vulnerability at the fore.
Ongoing financial education
Empowering and connecting women are at the heart of what we do at Eva Wealth.
Seeing first hand how liberated our clients feel when they truly understand their finances has only furthered our passion for empowering women from financial insecurity to financial independence through education. We have built, and continue to grow a toolkit of resources in our Essential Program to help women pick up the financial reins and take control of their financial lives, including blogs, tools and webinars.
Seeing first hand how liberated our clients feel when they truly understand their finances has only furthered our passion for empowering women from financial insecurity to financial independence through education. We have built, and continue to grow a toolkit of resources in our Essential Program to help women pick up the financial reins and take control of their financial lives, including blogs, tools and webinars.
A tried and trusted approach, backed by evidence
Rather than potentially losing a significant part of your wealth to high charges, working with us gives you access to a low-cost, diversified and evidence-based investment approach.
A 2017 study by Fidelity found some interesting differences between men and women in their approach to investing. The study found that women are more long-term focused, which has historically proven to be a much better approach to building wealth. They also spend more time researching their investments than men, which works in their favour in terms of returns.
With Eva, you’ll benefit from an approach using over 100 years of empirical data, academic research by renowned economists and the practices of leading institutional investors. This allows us to design solutions that help you to achieve your goals at a level of risk that is suitable to you.
A 2017 study by Fidelity found some interesting differences between men and women in their approach to investing. The study found that women are more long-term focused, which has historically proven to be a much better approach to building wealth. They also spend more time researching their investments than men, which works in their favour in terms of returns.
With Eva, you’ll benefit from an approach using over 100 years of empirical data, academic research by renowned economists and the practices of leading institutional investors. This allows us to design solutions that help you to achieve your goals at a level of risk that is suitable to you.
Value for money
Financial planning is costly, so you want to know that you are getting real value from your financial planner.
Our clients report to us that they find true value in our service not only in terms of the raw numbers (lower investment charges, tax savings and enhanced net wealth positions), but also the peace of mind that our partnership offers. Our relationship is highly personal and if something unexpected in life happens, we are often one of the first calls our clients make. Our clients regularly say that we know them and their families better than anyone else the value of this is hard to put a price on.
Our clients report to us that they find true value in our service not only in terms of the raw numbers (lower investment charges, tax savings and enhanced net wealth positions), but also the peace of mind that our partnership offers. Our relationship is highly personal and if something unexpected in life happens, we are often one of the first calls our clients make. Our clients regularly say that we know them and their families better than anyone else the value of this is hard to put a price on.
Our 3 Step Process
The EVA Way – It’s as easy as 1,2,3 …
Explore
You can expect us to ask lots of relevant questions so that we can really get to know you, your concerns and your goals. It’s not just about your money, it’s about your life and values, and this stage allows us to fully understand every aspect of your circumstances.
Engage
Now we know you and your goals, we create a comprehensive financial roadmap for your future. You can see how your plans, investments and wider wealth overlap and what the most effective strategy for you is. This is important, as often the whole is more than the sum of its parts.
Evolve
Life never stands still for long, so the best financial plans are designed to carry an element of flexibility. If your long-term goals need to change, so can your plan. This does not always mean changing your goal, just the road that gets you there.
Ready to take the next step?
“With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.”
Carlos Slim Helu
While we can’t predict the future, what we have is a clear focus on controlling the factors within our grasp to construct an investment strategy with the best potential for delivering stable, long-term returns. Our approach is based on decades of research, not gut feelings or guesses. That’s why we use an Evidence Based approach to our investing.
Latest Eva Updates and Upcoming Events
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