Financial Wellbeing and Women - Closing the Advice Gap

Available On Demand

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Financial Wellbeing and Women - Closing the Advice Gap

Available On Demand

Overview

The last decade has seen a significant rise in the number of female High Net Worth Individuals (HNWIs), and by 2025 over 60% of UK wealth is expected to be in the hands of women¹.

With this exciting and important development in mind, at the end of 2020 we launched our research report Financial Wellbeing and Women: Closing The Advice Gap. The report explores the differences between men and women’s financial wellbeing and how the advice industry can help. In this webinar, Chartered Financial Planner Georgina Fry will be highlighting the key findings from the research and provide insight into our recommendations for the financial advice industry.

We will also be joined by our guest speaker; Pam Jackson, CEO at Level20, who will be sharing some of her experiences of financial wellbeing and seeking financial advice, and any barriers she faced.

¹The WealthiHer Network,18/11/19, The_WealthiHer_Network_Report_2019.pdf (kleinworthambros.com)

Presenters

Presenter
Georgina Fry
Chartered Financial Planner
Saunderson House
View Biography
Presenter
Kirsten
Chartered Financial Planner
Saunderson House
View Biography
Presenter
Pam Jackson
Guest Speaker
CEO at Level 20
View Biography