Accreditations
Chartered Financial Planners
Investors In Customers
Women In Finance 2023 Winner
Independent Financial Advisor
Featured In Financial Times
Featured on BBC 4
Why EVA Wealth Management for 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 investments, want to be more tax-efficient, are navigating a business sale, or just want to be more intentional with your money – knowing who to approach and trust can be tricky.
At Eva Wealth we seek to bring financial freedom for women by giving you the tools to take charge of your financial future. We have an understanding of the unique challenges faced by women in the modern world and offer a personal approach, providing our expert financial advice to guide you through life so that you can achieve your goals both before and throughout your retirement.
To find out more about our financial planning service, click here.
Understanding the differences
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 or look after elderly family.
Lower lifetime earnings even in higher paid jobs (see our Gender Pay Guide here for more) can also lead to an impact in gaps in pensions.
Recognising the gaps and understanding how it affects you means you’re in a better position to improve your finances and bridge them, especially when planning for the future. Taking control of your finances can help you reach your goals and provide peace of mind.
There are also trends that show that women manage wealth differently.
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. 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 to have.
Who we work with
Want to LevelUp your financial knowledge with our free Eva Essential Program?
Knowledge is power. Our aim is to empower women by guiding them from financial insecurity to financial independence through knowledge.
Our Essential Program is Free and jam packed full of resources to help you get on your way.
Essential is for you if are dipping your toe into the world of financial advice, but not ready for a full commitment to working in partnership with a financial planner just yet. You’ll have Free Access to exclusive content for our Eva Essential Members only including:
- Articles, Blogs, Videos and Helpful Guides
- Tools and Calculators
- Webinars- not just about finance but everything from wellness to securing that pay rise…
- Eva Engage community
Simply subscribe in the below form and once you get your password, you can login anytime here
Subscribe today
What’s YOUR money personality? Take the quiz
At Eva Wealth, we firmly believe in liberating women to take control of their own financial future. We want to help women to better understand their financial choices and to deal with the unique challenges they may face. In our experience, many women don’t know where to start with their financial planning, and one way to know how to approach it is to find out what kind of money personality you are.
Your money personality is an important part of who you are and is often overlooked. Knowing whether you are more of a ‘Spendy Susie or ‘Sally Saver’ will help you to adjust your habits for a more fruitful financial future. Click on anyone of the personalities below to begin the quiz.
Articles & Resources
Here are a few resources you may find useful. Join our FREE Eva Essential program for a wealth of further articles, videos and tools.