We understand women have different advice needs as they move through life differently. There are factors and scenarios which can create hurdles on a women’s wealth journey including the motherhood penalty, the gender pay gap and the menopause. Each of these factors should be considered in a women’s financial journey as they impact the wealth accrual process and how a women’s advice needs may differ.
Define your possibilities and take control of your journey today!
Through our expertise and trusted partnership, we want to outline the options available to you and your family within your financial plan to both optimise your finances and to best align them with your ideal journey.
Protecting you
Women usually bear a greater share of the caregiving responsibilities across generations. This may entail taking career breaks or working fewer hours to have more flexibility. These events can impact long-term goals, financial stability, and freedom.
We believe that investing in yourself means you can focus on those times when these responsibilities occur. Being aware and mindful of these situations in the planning process means we can prepare for them to help your plan, where possible, so you remain on track for the journey to financial stability.
Investing for you
We recognise the financial industry is full of jargon which can sometimes feel overwhelming. We are here to break down that information, to give you the confidence to make great financial decisions.
We will provide you with visibility regarding your financial options and create a cashflow forecast. This will enhance your understanding and engagement which will allow you to focus on the now and not worry about your financial position, as you will have the confidence to know you have made the right financial decisions for you.
Women usually bear a greater share of the caregiving responsibilities across generations. This may entail taking career breaks or working fewer hours to have more flexibility. These events can impact long-term goals, financial stability, and freedom.
We believe that investing in yourself means you can focus on those times when these responsibilities occur. Being aware and mindful of these situations in the planning process means we can prepare for them to help your plan, where possible, so you remain on track for the journey to financial stability.
We recognise the financial industry is full of jargon which can sometimes feel overwhelming. We are here to break down that information, to give you the confidence to make great financial decisions.
We will provide you with visibility regarding your financial options and create a cashflow forecast. This will enhance your understanding and engagement which will allow you to focus on the now and not worry about your financial position, as you will have the confidence to know you have made the right financial decisions for you.
Safeguarding your family
Is your family exposed to unnecessary risk?
If you were suddenly no longer around, became ill, or were unable to work, are you clear on what would happen to your family and lifestyle? These are important questions to ask yourself, to ensure you help protect your financial journey and your family for the future.
Having the peace of mind to know your loved ones will be looked after is invaluable and can be a key building block in your financial plan.
Investing for your family
It is important to consider what you want your legacy to look like and the outcomes you want to achieve which will be unique to you and your family. What level of control, access and complexity you are comfortable with will help govern the solutions available and strategies we implement.
Your children's schooling, getting on the property ladder, and protecting wealth for future generations are a few of the important considerations that will define how your wealth is structured and managed.
Is your family exposed to unnecessary risk?
If you were suddenly no longer around, became ill, or were unable to work, are you clear on what would happen to your family and lifestyle? These are important questions to ask yourself, to ensure you help protect your financial journey and your family for the future.
Having the peace of mind to know your loved ones will be looked after is invaluable and can be a key building block in your financial plan.
It is important to consider what you want your legacy to look like and the outcomes you want to achieve which will be unique to you and your family. What level of control, access and complexity you are comfortable with will help govern the solutions available and strategies we implement.
Your children's schooling, getting on the property ladder, and protecting wealth for future generations are a few of the important considerations that will define how your wealth is structured and managed.
Currently Crowe’s female partners represent 23% of the leadership team. Female partners represent 40% of our executive board and 33% our supervisory board. As part of our commitment to improve our gender diversity we have signed the Women in Finance Charter and are actively working to have a balance of 30% women at partnership level by 31 March 2027.
"Women in senior positions have the largest gaps in accumulated wealth. In the region, for frontline operational roles, the gender wealth gap averages 11%; for professional and technical type roles, the gap averages 25%; and for senior expert and leadership, it grows further to an average of 34%. Wealth inequity is greatest for women in senior expert and leadership positions as they face the compounded effect of delayed pay and career progression.’’
- Europe: Global Gender Wealth Equity Index
We want to continue this journey and take this empowerment outside of Crowe.
Contact us
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DisclaimersCrowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’) to provide independent financial advice. The information set out in this publication is for information purposes only and is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. It does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspects of our internal advice guidance. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore, investors may not get back the amount originally invested. The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning.
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