Quantcast

Meet the WTF ladies

Read stories and questions from real women | Choose a relatable financial advisor 

Women talking finance

Independent Financial Advisors

Chances are, you’re not alone in wondering or worrying about that niggling money issue. Read the stories of normal women in their 40s, 50s and 60s – when people tend to think more seriously about money – and be inspired by how they ask questions, face challenges and start to take back control.

You’ve told us you can feel patronised and talked down to by ‘the money men’. So we asked our favourite female advisors – experts who are approachable, trustworthy and engaging – to take your questions and lend a hand. Sometimes it’s just easier to talk to someone who has some shared experiences. 

My relationship with money:

"Love/Hate"

  • Organised with money
  • Confident investor
  • Question about who to trust

Adele, 54

"If an investment makes a loss or things aren’t working the way I like them to, I get a little stressed which has an impact on my life."

Read my story

My relationship with money:

"Comfortable"

  • Took control when widowed
  • Feels safe with investing
  • Question about pensions

Maggie, 44

"I have a company pension, but I am trying to find out more and find the information and it’s a whole minefield really isn’t it."

Read my story

My relationship with money:

"Precious"

  • Overcame homelessness
  • Values financial advice
  • Question about inheritance

Virginia, 55

"I’ve come a long way from where I was, and still need to go a lot further, but I’m trying my best. That's why money is precious."

Read my story

My relationship with money:

"Overwhelmed"

  • Relieved by pensions
  • Finds investing apps easy
  • Question about ethical investing

Holly, 40

"When you look online there’s too much information. Firstly, for someone like me, a laymen, it’s hard to know where to start."

Read my story

My relationship with money:

"Hard work"

  • Unsure about pensions
  • Enjoys picking shares
  • Question about finding the best deal

Linda, 50

"I don’t gamble – I don’t do the lottery. So I think maybe investing is my way of doing that. But I should probably have a professional look at it."

Read my story

My relationship with money:

"Appreciated"

  • Dedicated saver
  • Apprehensive about investing
  • Likes to talk about money

Ruth, 46

"I look at my neighbours sometimes and wonder how they survive on their money. Do they have to worry about it? Can they just do what they want?"

Read my story

My relationship with money:

"Security"

  • Makes investing work
  • Saves for her son tax-free
  • Question about working out investment fees

Anita, 50

"I don’t particularly fancy a helicopter or a yacht or anything like that – all I want is to provide security for my family and my old age."

Read my story

My relationship with money:

"Patchy"

  • Got money smart when pregnant
  • Finds pensions confusing
  • Tired of the money men

Caitlin, 55

"I think managing your money is harder for women. But I like to be independent. So I do my research myself and get by."

Read my story

My relationship with money:

"Cautious"

  • Prefers low-risk investing
  • Mixed experiences with advice
  • Question about old age

Barbara, 53

"We’re busy people, working mothers, have a million things going on. We want short, sharp information. Not a whole load of waffle."

Read my story

My relationship with money:

"Safe"

  • Manages home finance
  • Baffled by investing
  • Question about inheritance

Zoe, 41

"I have a couple of best friends who I discuss money stuff with and it seems a lot of people just try to keep their heads above water."

Read my story

My relationship with money:

"Sensible"

  • Keen to learn investing
  • Saved to take a year off
  • Question about life insurance

Alexandra, 42

"Saving is just a bit boring sometimes. But the stock market sounds fun! I just don’t understand it all yet."

Read my story

My relationship with money:

"Sensible"

  • Self-employed budgeter
  • Teaches the kids to save
  • Question about inheritance tax

Janeen, 44

"When I was 18 or 19 I was very frivolous. So I’m definitely more careful these days. I’ve learned my lesson!"

Read my story

My relationship with money:

"Frivolous"

  • Divorce was a learning curve
  • Loves the thrill of saving
  • Question about bills

Karen, 55

"Finance companies should push me into contributing more. I like being bullied into putting money away. But they don’t, so I don’t."

Read my story

My relationship with money:

"Okay"

  • Pro at maternal budgeting
  • Prefers female advisors
  • Question about long-term saving

Leanne, 43

"My and my husband’s decisions are joined, but my husband does the managing of it. He’ll just do the donkey work first."

Read my story

My relationship with money:

"Balance"

  • Savvy bill-switcher
  • Confused by all the jargon
  • Question about workplace pensions

Diane, 47

"I like a balance between doing all the nice things I want to do and having a money comfort blanket just in case things go belly-up in the future."

Read my story

"There is great beauty and satisfaction when I know I have the perfect building blocks for a bright financial future for a client!"

Anna Sofat

Founder

Addidi Wealth

Read how I can help

More women need to take back financial control and be financially resilient. 

 

 

Catherine Morgan

Financial Coach for Women

The Money Panel

Read how I can help

"One of my favourite stories is of a client who was 60 when she set up her first pension. She left saying she felt ‘all grown up now’."

Cleona Lira

Chartered Financial Planner

2plan Wealth Management

Read how I can help

"Cashflow modelling empowers women to understand key aspects of their finances without getting bogged down in details." 

Helen Howcroft

Managing Director

Equanimity IFA

Read how I can help

"It is a huge relief to clients once they understand what they have in place and need to do. I enjoy putting the puzzles together." 

Helena Wardle

Chartered Financial Planner

Sterling & Law

Read how I can help

"We help busy women take and maintain control of their money, so there are no nasty surprises later on." 

 

Julie Lord

Chief Executive

Magenta Financial Planning

Read how I can help

"As the Chinese Proverb almost says: The best day to plant a tree may have been 20 years ago. But the second best day is today!"

Lesley James

Director

Simplified Money

Read how I can help

"We understand that, as a woman, life can be subject to pretty big changes. That’s why we offer specially tailored advice." 

Lesley Mackintosh

Managing Director

Independent Women

Read how I can help

"We can be with you as early in the process as you’d like, through to helping you to manage your finances after the divorce."

Mary Waring

Chartered Financial Planner

Wealth for Women

Read how I can help

"I’ll show you the steps that you need to take to achieve the future that you would like."

 

 

Tamsin Caine

Head of Financial Planning

Smart Financial

Read how I can help

"I'll be a friendly face and caring guide so you come out the other side inspired and motivated about your new life." 

Tina Weeks

Financial Life Planner

Serenity Financial Planning

Read how I can help

"My clients find comfort in planning because they are able to set goals, be tax-efficient and do some cashflow modelling."

Zoe Dagless

Financial Planner

Addidi Wealth

Read how I can help

There is no commercial relationship between Boring Money and the featured financial advisers who have given their time on a free basis. We can attest to their willingness to help, their open and friendly natures and the fact that they are all registered with the financial regulator. We cannot however provide a formal recommendation as to their professional capabilities so please do your own due diligence.

Sign up for Holly's blog

Stay up to date

Our free weekly blog with Holly's
no-nonsense opinions, tips & food for thought.
If you change your mind, you can unsubscribe at any time.