Historically, women are under-represented in the financial advice sector in the UK – however, this is changing! As an adviser with Wellesley Wealth Advisory a Partner Practice of St. James’s Place, a practice with over £600 million funds under management as at 25 September 2019, I am extremely proud to be a role model for women working in – or aspiring to work in – financial services.
But women aren’t just in the minority when it comes to a career in finance – money can also still be a taboo for many women, which is perhaps one reason why many women are not putting enough aside for later life. According to a recent survey, only one in five women believe that they are saving enough for their retirement compared with a third of men.
Women face a number of challenges when it comes to building up a comfortable amount of retirement. The gender pay gap and the pensions gap – and not to mention any time taken away from work to look after family – all have an impact. However, with the proportion of women working at the highest rate since records began, now is the time to plan ahead!
As an adviser with Wellesley Wealth Advisory, my passion, along with more than 20 years’ experience, lies in providing bespoke advice tailored to people’s individual requirements. I advise clients on all aspects of financial planning, and specialise in investments and retirement planning.
From young professionals to ultra-high net worth individuals, everyone can benefit from professional financial advice. Having a future plan helps to eliminates stress and allows you to focus on your financial goals and building a successful business.
With more female business owners and entrepreneurs seeking advice when it comes to their current finances and future planning, I can provide advice on specific business aspects, such as profit extraction, pension planning, and also protection needs for your business and family. I will ensure that the financial plans we make are acted upon, by offering guidance, reassurance, support and consistency to help you stay on course for a prosperous financial future.
About Wellesley Wealth Advisory
At Wellesley we pride ourselves on our personalised service that focuses on your own interests and aspirations, and we aim to create long-lasting relationships between our clients and advisers.
We understand that everyone’s financial needs are different, which is why you won’t find a ‘one-size-fits-all’ plan with Wellesley – instead, you’ll have the chance to grow a professional and long-lasting relationship with Samantha who will work with you to understand how best to manage your personal wealth.
We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £600m funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
• If you’re looking for guidance on planning for your future, please do not hesitate to contact me for an appointment.
Samantha Kaye, Chartered Financial Planner, Associate Member of Resolution, Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH