Financial Health Check Services
We’re dedicated female financial advisers
From balancing career progression with family commitments to planning for a longer retirement, women face unique financial challenges. That’s why we offer expert financial advice tailored specifically for women, delivered by female financial advisers who truly understand your concerns, priorities and aspirations. Whether you’re looking to invest, save for the future or protect your wealth, we’re here to help you make informed, confident financial decisions.
Why women need tailored financial advice
Women’s financial journeys are often shaped by life events such as career breaks, part-time work or caring responsibilities, all of which can impact long-term financial security. IN our experience, women retire with smaller pensions than men due to lower lifetime earnings and less continuous workplace pension contributions. Many women also take on the role of managing family finances or inherit wealth later in life, making strategic financial planning is essential.
At Yorkshire Financial Planning, we take these factors into account and provide solutions that work for your unique situation. Whether you’re just starting to plan for your future or want to make sure your financial decisions align with your long-term goals, we offer expert guidance every step of the way.
Key areas of financial planning for women
Taking control of your finances is about more than just managing money – it’s about securing the life you want. Our team of experienced female financial advisers can help you with:
- Pensions and Retirement Planning: Making sure you have a solid plan for later life, even if you've had career breaks.
- Investments and wealth growth: Helping you build financial security with tax efficient investment options.
- Financial protection: Ensuring you and your family are covered in case of illness, job loss or unexpected circumstances.
- Property and mortgage advice: Guiding you through property purchases, whether you're buying your first home or investing.
- Estate planning: Ensuring your assets re managed and passed on according to your wishes.
We understand that financial planning can sometimes feel overwhelming, which is why our financial advisers
take a clear, friendly and jargon-free approach to ensure you remain in control of your financial future.
Supporting women at every stage of life
Whatever stage of life you’re in, having a strong financial plan in place can make all the difference. We work with women at all points in their financial journey, including:
- Young professionals: Building strong financial foundations, making the most of pensions and planning for the future.
- Mothers and family managers: Budgeting, saving for children's education and planning for long-term financial security.
- Business owners and entrepreneurs: Managing business finances, protecting assets and planning for sustainable growth.
- Women planning for retirement: Reviewing pension contributions, maximising savings and ensuring financial independence in later life.
Trusted advice from financial experts who understand you
Many women feel more comfortable discussing financial matters with an adviser who can relate to their experiences, challenges and goals. At Yorkshire Financial Planning, we believe that financial advice should be personal, practical and empowering. Our female financial advisers take the time to listen to your needs and create a tailored financial strategy that helps you achieve your goals.
Take control of your financial future
Your financial future is in your hands and we’re here to support you. Whether you need advice on pensions, investments, wealth protection or long-term financial planning, we can help. Get in touch today to arrange a consultation and start building a secure and confident financial future. To book an appointment, give us a call on 01482
275540 or fill in our contact form.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
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.
