What makes us different? - Eva Wealth Management for Women

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.

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.

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.

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.

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.

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.

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.

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.

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.