Advice for Women

When it comes to financial advice, we know that a significant portion of the UK’s wealth is now in the hands of women. However, we also know that we haven’t achieved financial equality just yet and at Coronation Wealth Management we are passionate about creating an environment of equality.

On average, women currently retire with significantly less wealth than men, but tend to have a longer life expectancy and therefore may need more money later in life.

To combat this more challenging financial environment we take a holistic approach across all the financial concerns in your life, offering a range of financial planning services, from retirement planning and protection to more complex issues such as inheritance tax, in-retirement planning and investing for income or growth. 

By working with you to construct a financial plan that suits your needs we want to empower you, giving you a firm grasp of your finances, so you can make your own informed decisions.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.