Who we work with - Eva Wealth Management for Women

We’re ready for this journey with you

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 you gain clarity and control of your financial life so that you can focus on achieving what matters most to you.

Planning for retirement

While women typically live longer than men, they often have smaller pensions, as they are more likely to take career breaks to look after children or elderly relatives. Many women get in touch initially concerned about whether their pension will be enough for them to be financially independent in later life. This is especially true if they have taken career breaks or have worked part-time. Furthermore, many are confused about the every-changing and complex landscape of pensions, often unsure of what age they can actually retire at and how the increase in the age of retirement will impact the pensions they have and how they intended to use them.

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.

Women navigating divorce

Planning for your financial future on your own after a divorce can be difficult. If you’re looking after your children and working to make ends meet, it may feel like even more of a challenge.

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’ll establish a new personal financial strategy for you moving forward and help you make decisions from a position of strength and understanding to create greater financial security for your future.

Widows

The prospect of taking responsibility for the family finances after a spouse or partner’s death is likely to be daunting at an already difficult time in life.

If you’re a younger widow, you may now be a single parent, something that could bring new financial challenges.

At Eva, we are experienced in helping widows of all ages. We work in partnership with you, providing a soundboard for you to evaluate pros and cons of key decisions as well as helping you understand your financial position so that even in these tough times we can help you plan for a future that you can look forward to.

Businesswomen

Running a business or holding a high-powered position brings many of its own challenges. At Eva we understand these pressures and work with you to help you prioritise your financial planning so your financial future is not overlooked.

Where a business sale is a key objective, there are various tax planning strategies we can help you evaluate in addition to ensuring your wider financial planning goals are being met, as well as helping you to consider and plan for your wider personal and financial goals. This is a critical moment in your life and having someone alongside you to make sure you are prepared both for the sale and for your new future, is hugely valuable.

Key/changing life stages

There are key moments in life which can often prompt us to review where we are now and where we are going. Some of these are obvious, such as retirement, but some are unplanned and unexpected.

Our desire is to help you improve your financial wellbeing and financial resilience for these life changes, as and when they happen.

Whilst gaining financial independence is something more women rightly want to achieve, taking control of your money for the first time can be a daunting prospect.

With our experience of the challenges faced by women, use of clear language and flexible way of working, you’ll gain the confidence to stand on your own two feet.