Women today face many financial challenges. CWIB looks at how our lives are changing, considering our education and work, family and relationships, our health, wellbeing and ageing, and what this means for women. We’re all in this together.
If we improve financial resilience for women, we improve financial security for all. We can’t change this overnight, and it will take a concerted effort to address the root causes. We’re on a journey. And we can all do something right now.
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Co-Founder and Financial Planner
I ended up a financial planner in a rather strange way. Having just graduated from Warwick in French and desperate to find a job a friend suggested I talk to a company called Financial Planning Services (FPS) in Coventry. I did and was offered a self employed financial adviser role. Having ignored everyone’s advice to get a ‘proper’ job, I threw myself into this new role and discovered quickly that figures didn’t confuse me and that I really enjoyed the process of getting to know clients and supporting them on their financial journeys. 35 years later and many of my initial clients are still with me.
Back in 1984 there were less than 10% female advisers – today it is only 11% so little has changed. Not only are women put off coming into the profession as advisers but they are put off as potential clients, seeing the financial services world as male dominated and as a result an intimidating place.
Our aim for Chiltern Women in Business is to make financial advice available to women from all walks of life and by educating them empowering them. Understanding that women want to invest in a way that has a social impact has tied in really well with my understanding and involvement with the climate crisis so that discussion around ethical and sustainable investing now plays an important part of the financial planning process.
I was brought up surrounded by strong and inspirational women, with it being ingrained from a young age that being female did not mean there were restrictions on what I could achieve. Over the last few years, mainly through social media, I have become more and more aware of the other incredible women championing the female empowerment movement and the people/organisations driving the climate change movement. Two things that especially since becoming a mother, have become incredibly important to me. Through these influences, I have made a conscious effort to reduce my use of single use plastics, reduce my consumption of animal products and educate myself on the atrocities happening to our beautiful planet. From reading some shocking facts and figures on social media about the lack of women in the financial services and the how few women seek advice from the industry, this got me thinking about what my Mother and Grandmothers had always told me. I knew this had to change and so Chiltern Women in Business was born.
Chiltern Women in Business is a brand name for Chiltern Consultancy Limited which is registered in England & Wales No. 04580636. Registered Office at 22 Wycombe End, Beaconsfield, Buckinghamshire, HP9 1NB. Chiltern Consultancy is authorised and regulated by the Financial Conduct Authority no. 514493.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.