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About You
About you
Taking Control of Your Financial Future: Empowering Successful Women
At this level of success, financial planning is about more than just numbers—it’s about aligning with your core values, identifying what truly matters, and setting goals that reflect your personal and professional priorities. By focusing on the principles and people that are most important to you, we help you craft a financial strategy that supports both your vision and your legacy
Clarify Your Financial Goals
We work with you to identify what you want to achieve financially—be it saving for a home, planning for retirement, or building an investment portfolio. By understanding your aspirations, we can create a roadmap that aligns with your ambitions.
Build Financial Literacy
As you take control, it’s essential to understand the financial landscape. We provide resources and education to enhance your financial knowledge, helping you feel confident in managing your money and making informed decisions.
Develop a Personalised Plan
Whether you’re looking to invest, save, or plan for the future, we’ll help you create a customized financial strategy that reflects your needs and goals, ensuring you have a solid foundation for your financial journey.
Balance Financial Responsibilities
If you’ve shared financial duties with a partner, we can help you take an active role in managing your finances, ensuring both partners are informed and engaged in the decision-making process.
Navigate Life Changes
Life events—such as career advancements, transitions in relationships, or personal growth—can significantly impact your financial situation. We can guide you through these changes, helping you adapt your financial plan as needed.
A Supportive Partnership
You have the power to shape your financial journey—let us help you take the first step toward financial confidence and independence. Together, we’ll create a plan that reflects your values and aspirations, enabling you to lead your financial future with assurance.
In moments of loss, having supportive guidance can make all the difference. We’re here to offer our expertise, helping you navigate financial decisions while you take the time you need to heal, ensuring you remain in control every step of the way.
About you
Facing Financial Changes After the Loss of a Loved One
Grief can make decision-making feel overwhelming, especially when faced with choices you may never have had to consider before. During this emotional time, having someone to lean on can help you navigate the many financial decisions that arise, ensuring that each step is handled thoughtfully and with care.
Define Your Financial Goals
With the freedom to pursue varied interests, we help you clarify and prioritise your goals, whether that’s building a retirement nest egg, investing in experiences, or supporting causes you care about.
Plan for Retirement
It’s important to consider potential future care and ensure you have a robust financial plan that supports your desired lifestyle. We provide personalised retirement strategies that consider your specific needs and consider sustainable withdrawal rates.
Maximise Investment Opportunities
With fewer obligations, you may have more flexibility in your investment strategies. Our team will help you explore opportunities that align with your risk tolerance and long-term objectives, whether that’s growth-focused investments, socially responsible options, or alternative assets.
Estate Planning
It’s crucial to think about how you want your assets managed and distributed. We assist you in creating a comprehensive estate plan that reflects your wishes and supports the causes or individuals important to you.
Tax Efficiency
Understanding the implications of your financial choices on your tax situation is essential. We help you identify tax-efficient strategies to maximise your wealth and minimise liabilities.
In moments of loss, having supportive guidance can make all the difference. We’re here to offer our expertise, helping you navigate financial decisions while you take the time you need to heal, ensuring you remain in control every step of the way.
About you
Maximising Your Financial Potential as You Approach Retirement
As you approach retirement, this phase of life offers an opportunity to reflect on your achievements and plan for the future. However, for many women, the road to retirement can be more complex, especially if you’ve taken time off for caregiving or parenting. The reality is that these choices often impact income, savings, and pension contributions. At this stage, it’s essential to ensure that your money works as hard as you have.
Understanding Your Financial Landscape
Entering retirement can often bring mixed emotions, especially if you feel uncertain about your financial position. Many women find themselves with less pension savings than their male counterparts, primarily due to career breaks and part-time work that typically offer lower pay and fewer benefits. We aim to help you assess your current financial situation thoroughly, including your savings, pensions, and any other assets, to provide clarity on what you have to work with as you transition into this new chapter.
Optimising Your Pension Contributions
Given that women often accumulate less in their pension pots, it’s vital to maximise any contributions you can make before retirement. Research indicates that many women overlook pension options, which can significantly impact their long-term financial security. We’ll work with you to explore available pension schemes, understand employer matching contributions, and identify additional ways to boost your retirement savings, ensuring you’re on track to achieve a comfortable lifestyle in retirement.
Exploring Investment Opportunities
As you approach retirement, making your money work harder through effective investments becomes crucial. Many women may have more conservative investment strategies due to a lack of confidence or experience. Our goal is to empower you with the knowledge and support to gain a better understanding of investments and ensure you are invested appropriately for your goals, whether through stocks, bonds, mutual funds, or other vehicles.
We believe that a balanced portfolio can help you achieve the growth you need to support your retirement lifestyle.
We believe that a balanced portfolio can help you achieve the growth you need to support your retirement lifestyle.
Planning for Healthcare Costs
Retirement planning isn’t just about finances; it also involves considering potential healthcare costs, which can increase as you age. Women typically live longer than men, which means they often face higher healthcare expenses in retirement. We’ll help you anticipate these costs and explore options such as long-term care insurance ensuring you’re prepared for future healthcare needs without compromising your financial security.
Creating a Sustainable Withdrawal Strategy
Retirement planning isn’t just about finances; it also involves considering potential healthcare costs, which can increase as you age. Women typically live longer than men, which means they often face higher healthcare expenses in retirement. We’ll help you anticipate these costs and explore options such as long-term care insurance ensuring you’re prepared for future healthcare needs without compromising your financial security.
Empowering Your Future
Once you retire, developing a sustainable withdrawal strategy for your savings and investments is essential to ensure your funds last throughout your retirement. Many women are unsure how to approach this and fear outliving their savings. We’ll guide you through creating a tailored withdrawal plan that takes into account your lifestyle, spending habits, and life expectancy, so you can enjoy retirement without financial stress.
Approaching retirement is a significant milestone, and it’s crucial to ensure that your financial strategies reflect the hard work you’ve put in over the years. We are committed to providing you with the support and expertise needed to maximise your financial potential and build a fulfilling retirement that meets your dreams and aspirations.
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Wealth Management for Childfree Individuals and Couples
At Eva Wealth, we recognise that the financial landscape for childfree individuals and couples is unique and often requires tailored strategies to meet specific goals and aspirations. Whether by choice or circumstance, more people are embracing a childfree lifestyle in the UK today.
Choosing a childfree lifestyle opens up a world of possibilities—whether it’s investing in personal passions, travel, or creating a secure retirement. However, this choice also comes with distinct financial implications that deserve careful consideration. We work with you to:
Define Your Financial Goals
With the freedom to pursue varied interests, we help you clarify and prioritise your goals, whether that’s building a retirement nest egg, investing in experiences, or supporting causes you care about.
Plan for Retirement
It’s important to consider potential future care and ensure you have a robust financial plan that supports your desired lifestyle. We provide personalised retirement strategies that consider your specific needs and consider sustainable withdrawal rates.
Maximise Investment Opportunities
With fewer obligations, you may have more flexibility in your investment strategies. Our team will help you explore opportunities that align with your risk tolerance and long-term objectives, whether that’s growth-focused investments, socially responsible options, or alternative assets.
Estate Planning
It’s crucial to think about how you want your assets managed and distributed. We assist you in creating a comprehensive estate plan that reflects your wishes and supports the causes or individuals important to you.
Tax Efficiency
Understanding the implications of your financial choices on your tax situation is essential. We help you identify tax-efficient strategies to maximise your wealth and minimise liabilities.
A Supportive Partnership
Our commitment is to provide you with dedicated support and expertise as you navigate your financial journey. Our all-women team understands your unique perspective and is here to listen, guide, and empower you every step of the way.
Want to know more? Lets talk.
Divorce
For women going through or recovering from a divorce, financial challenges can feel overwhelming, but compassionate and tailored advice can help provide clarity during this difficult time. We understand that divorce represents not just a legal separation, but a profound life transition, and we are here to guide you through the financial complexities. After a divorce, it’s perfectly natural to take time for yourself as you plan for the future—there’s no rush to make big decisions all at once. We’re here to help you prioritize what matters most, guiding you through each step at a pace that feels right for you
Income and Lifestyle Adjustments
Divorce can cause a significant reduction in household income, with studies from Legal & General showing that women’s household income typically falls by 41%—almost double that of men (21%) This financial gap can make it difficult to maintain the same standard of living, particularly if you’ve taken career breaks to raise children. We work with you to review your financial situation and create a budget that allows you to meet essential needs while planning for your future. We understand the pressures and emotions tied to adjusting your lifestyle, and we help you approach these changes with confidence and security.
Long-Term Financial Security
Pensions are often an overlooked asset in divorce settlements, but they are vital for long-term security. Research shows that women frequently forgo their entitlement to their partner’s pension, with around 30% of women not seeking a share compared to 17% of men.
This can leave women more vulnerable in retirement, particularly as many enter divorce with a smaller pension pot—women on average have just £23,000 saved compared to £60,000 for men.
We are here to ensure that your future is protected, guiding you through the complexities of pension sharing and helping you make informed decisions that secure your retirement.
This can leave women more vulnerable in retirement, particularly as many enter divorce with a smaller pension pot—women on average have just £23,000 saved compared to £60,000 for men.
We are here to ensure that your future is protected, guiding you through the complexities of pension sharing and helping you make informed decisions that secure your retirement.
Tax Implications and Debt Management
Divorce brings tax implications, including capital gains tax on property sales or changes to your tax band. Additionally, managing any joint debts can become a burden if you’ve been reliant on a partner’s income. We work to ensure that tax liabilities are minimised and help you take control of any outstanding debts, so you’re not left with an unfair share of financial responsibility. Our approach is not just about managing numbers—it’s about ensuring you feel empowered to take control of your finances in a way that feels manageable and secure.
Our commitment to excellence
For many women, divorce means rethinking their career or returning to work after time away. With women bearing the brunt of childcare responsibilities during marriage, their earning potential is often diminished
We offer guidance on how to rebuild financial independence, whether it’s through exploring new career opportunities, seeking additional training, or finding part-time work that fits around family commitments. Our focus is on helping you regain your financial footing in a way that feels achievable and aligned with your personal goals.
We offer guidance on how to rebuild financial independence, whether it’s through exploring new career opportunities, seeking additional training, or finding part-time work that fits around family commitments. Our focus is on helping you regain your financial footing in a way that feels achievable and aligned with your personal goals.
Rebuilding Career and Financial Independence
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.
We know that divorce is a deeply personal and often painful experience, but with the right support, it can also be an opportunity to rebuild and thrive. We’re here to help you navigate this transition, ensuring that you are fully informed and confident about the steps you take towards financial stability.
Latest Eva Updates and Upcoming Events
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