About Us
Eva Wealth Management for Women helps women understand and deal with the unique financial challenges they face. As women often think differently to men about money, and typically face different challenges, they need a financial planner who understands this.
We understand women
Many women find it difficult to know where to start with financial planning. Whether you’re thinking about retirement, have money to invest or have inherited investments, or you just want to be more tax-efficient, knowing who to approach and trust can be tricky..
As Chartered financial planners who specialise in working with women, you can be assured we will take the time to fully understand your needs and unique circumstances. Furthermore, we understand the financial challenges many women face, so will use our expertise to provide tailor-made solutions and guide you through life so that you can achieve your goals.
Our aim is to empower women by guiding them from financial insecurity to financial independence.
You can find out more about what we do and access some exclusive content, blogs, videos and tools on our full website here.
Who we work with
Whatever stage of the journey our clients come to us, the common thread that links them all is that they want to act to take control of their future, understand their finances and make their money work as hard for them as it can. We can help them gain clarity and control of their financial life so that they can focus on achieving what matters most to them
So, wherever in life’s journey you are, working together in partnership ongoing means we can provide regular support with your financial plan allowing for any unexpected twists and turns along the way and helping you make sure you stay on track.
Divorcees
Planning for your financial future on your own after a divorce can be difficult, whatever stage of life you are in.
Not only will your immediate financial situation likely change, but if you also intended to rely on your ex-spouse’s pension in retirement, divorce may put your long-term financial security at risk.
We will help you understand your financial situation over the short and long term and the options available to you to empower you to provide a brighter and more secure tomorrow.
Planning for retirement
While women typically live longer than men, they often have smaller pensions than their equivalent male peers, as they are more likely to take career breaks to look after children or elderly relatives.
As specialists in financial planning for women, we understand the challenges you face. We’ll develop a bespoke retirement strategy that will help you enjoy the retirement lifestyle you want.
Widows
The prospect of taking responsibility for the family finances after a spouse or partner’s death is likely to be a daunting prospect at an already difficult time in life.
At Eva, we are experienced in helping women better understand their financial position and help you gain clarity and control over your finances, working with you over the long term as you look to move ahead in your future planning
Key Life Stages
Transitioning through key times in life’s journey can be more comforting when you know you have an expert professional partner who understands you and your journey.
We combine our experience of the challenges faced by women, our expertise and use of clear language to provide a valuable partnership.
Whether you are transitioning through your career, retirement, or changes to your personal life, we seek to give you the confidence to take charge of your future.
Businesswomen
Whether you are a CEO of a successful company, selling your business or launching a new one, the financial challenges you face can be better navigated when you have an experienced adviser alongside you.
Although women are increasingly the household’s breadwinner. many women still earn less and have smaller pensions than men. That’s why creating a bespoke financial strategy that understands your life and secures your financial future is essential.
At Eva, we help you turn your career success into long term financial security and the lifestyle you want to create for yourself.
Why work with EVA?
EVA works in a way that gets to the heart of your financial goals, providing individually tailored strategies that deliver the best outcomes for you. Our women-focused financial planning, which is dedicated to delivering bespoke financial planning and investment strategies designed around you, sets us apart from normal advice services.
We will always be on hand to guide you through the complex world of finance, pensions and wealth management, so that you can live the life you want.
Financial plans as individual as you
Research has shown that women typically manage wealth in a different way to men, which is something we understand. This is not about “right or wrong”, it’s about finding a way of working that is right for our clients.
As we get to know you as a person, your holistic financial situation, and your goals, you’ll benefit from a strategy that works for you.
An atmosphere of respect
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.
When you work with us, we want you to ask questions in comfort, without feeling you are being intimidated or belittled for doing so. You’ll feel listened to and understood, while gaining valuable clarity about your finances.
Meeting your financial objectives ethically
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 suitable for you, our investment solutions seek to place an emphasis on sustainability. As whole of market advisers, you can be assured we will select the most appropriate investment strategy for you and are not restricted to individual providers or approaches.
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.
You’ll benefit from 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
You want to know that you’re getting real value from your financial planner. So, we are transparent about our fees from the outset, so that there are no surprises later on. Our advice is always clear and confirmed in reports that are written in plain English – including the fees.
You will always know what our fees are before you decide to proceed with us, and charges are only ever applied once we have agreed in writing the work we will be undertaking on your behalf.
Making life easier for you
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.
We also recognise that our clients have busy lives, and could be travelling or juggling family and business commitments. So, we’ll keep paperwork to a minimum.
The importance of understanding how women manage wealth
There are some clear differences in men’s and women’s lives: women tend to live longer than men, and many interrupt their careers to have children, or forego high-earning jobs to prioritise childcare. As a group, there are trends that show that women also manage wealth differently. This isn’t about which is better or right, this is simply about recognising that there is a difference and making sure the needs of each group are met.
For example, women are:
- more likely to seek professional advice than men in the same situation
- less likely to feel confident however, about their own ability to make sound financial decisions
- less risk tolerant
- seek to understand all the facts before reaching a decision
- want to invest in a socially responsible way
- more focused on life goals and to seek professional advice as a result of a life event
- more likely to seek a personal fit with their chosen adviser
We are passionate about understanding the diversity of women’s needs and empowering our clients with the knowledge and confidence they need to grow and protect their wealth in new ways.
What our clients love about us
Commitment to excellence service
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 have your best interests at heart.
Leaders in ethics and good practice
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. This also supports 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
Providing ongoing financial education for clients is at the heart of Eva. That’s why you’ll have access to useful and practical blogs, webinars and other resources, where you’ll find guides on a wide range of subjects, including investing and long-term care.
Furthermore, you can stay financially organised using our range of online tools. This provides you with financial peace of mind and helps you to stay on top of your finances.
Jackie’s Testimonial
With Financial Services, the different taxes, and the huge range of products available put in a pot with the UK’s poor financial education, most people either fear or ignore seeking financial advice. Add to this previous mis-selling scandals and other horror stories and it is easy to see why people don’t know how to choose a professional adviser.
I was grateful to be introduced to Sarah Roughsedge. At our initial meetings she quickly put me at ease, and explained everything was ultimately my decision. She has provided excellent advice, guidance and more importantly a sense of comfort, knowing that whatever happens my financial affairs are in very capable hands with my family well looked after. The service provided is personal, never rushed, with all unfamiliar topics fully and carefully explained. Whilst relying on Sarah throughout, I feel in complete control of my decisions. I would recommend her to anyone requiring reassurance and a safe pair of hands.
Download our EVA Brochure
Find out more about how Eva Wealth can help you today
In the press – Keep an eye out for us in the media, we regularly are asked for our thoughts for publications such as the FTAdviser, Financial Times and The Stack Worldwide.
Get in touch…
When you contact Eva Wealth, we want your experience to be rewarding from the outset. Why not get in touch today to see how we can help you get started in taking control of your financial future.
We offer an initial meeting at no cost. If you like what you have read about us, give us a call on 01935 315611 or email hello@evawealth.co.uk and we can assess whether we feel this is a journey we can embark on together!
Sarah Roughsedge, Founder
Eva Wealth Management for Women
Chartered Status
Did you know that not all firms hold Chartered Status? We’re proud of our awarded status as Chartered Financial Planners. For us, it is so much more than a badge or an acknowledgement of exams passed. As a Chartered Firm, we are committed to a strict code of ethics and professional standards. Our Chartered badge proudly tells you that we have made a public commitment to putting you first.
Independent Financial Planner
We are completely independent, impartial and unbiased. This means that we truly work for you and with your best interests in mind at all times, giving you the best financial advice, considering the whole market and not influenced by any providers or other interested parties.
Client Forum
We don’t just pay lip service to listening to what our clients want. We regularly hold Client Forums throughout the year to truly understand how we can best serve our clients. We listen to what’s working and if something needs to be changed to make us better financial advisors, we make it happen. It is our mission to not only improve, but excel in what we do for our clients.
The Financial Vulnerability Taskforce
The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability. It will act as an informed source of positive influence on both policy makers, professionals and the general public alike. In doing so, we hope that professionals working across the Personal Finance Sector are increasingly seen as a ‘safe pair of hands’, especially by those who find themselves in vulnerable circumstances.