Advice for women


Article by Christina

National investment platform Parmenion has just launched a new “Advise Her” campaign designed to focus advisers on advice specifically aimed at women. Parmenion estimates that women in the UK are “responsible” for £36 billion of uninvested wealth and their campaign is designed to try to engage more women to take an interest in investments and financial planning. Parmenion’s estimates are backed by other studies which estimate that women are likely to own 60% of the nations wealth by 2025 as a result of living longer. The “Advise Her” campaign is aimed at advice firms (largely owned and run by male advisers) encouraging them to think about the way they work and create new ways of engaging women.

This is encouraging and fits in with the FCA’s new focus on diversity and inclusion within financial services firms.

Clearly, here at Christina Clegg Financial Planning Services we don’t need to engage in the “Advise Her” campaign and think about how best to engage with women, because we are women!

Between us Adele and I have over 30 years’ experience in providing financial advice. So, if you’re a looking to get a better understanding of investing and financial planning, then give us a call. You don’t need to be a woman of course, but if you are you can be assured, you’ll be in the right place.

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Pension Transfer Gold Standard
Financial Vulnerability Taskforce
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Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B

Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P