A tailored approach to Women’s Wealth
It’s important for everyone to take time to plan their financial security, but some financial challenges can especially impact women. Key challenges include the gender pay gap, low maternity pay and pension contributions through periods of leave from work.
Women’s Wealth
At Progeny we have a team of financial planners who can help women manage both their current financial situation as well as plan for future wealth. Our team of experts understand that every woman’s wealth journey is different.
Whether you’re working full time or taking a career break, whether you’ve inherited from someone or are an owner of wealth, we recognise that your situation is unique. There are many factors affecting women’s finances, both in the short and long term. Therefore, having flexible plans that can change with your circumstances and being able to plan ahead, may be vital. No matter what stage of life you’re at, or whatever your wealth goals, Progeny is here to help.Â
We are also proud signatories of the Women in Finance Charter and actively support to increase the number of women in professional services, starting with our own team. If you would prefer to speak with a female financial planner, we will do our best to facilitate this.Â
As an independent wealth management firm, with the support of our in-house legal and tax experts, we’re able to work together to provide tax efficient financial advice tailored around you. We ensure that our clients are given the best advice so they can feel financially empowered.Â
As a proud signatory to the HM Treasury Women in Finance Charter, Progeny is committed to implementing the recommendations of the Charter which aims to encourage and support the progression of women in the Financial Services sector.
We work hard to form excellent client relationships, understand their aspirations and give the quality service and bespoke structuring they require to address their complex needs.
With offices worldwide, we offer face-to-face services globally. Our extensive network of experts ensures that we are accessible and available to your needs wherever you are.
As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.
Key considerations
Financial Planning for Women
Progeny’s all-encompassing approach to financial planning helps ensure all your requirements are met by one of our specialists. We offer clear information and communication to help empower women to make informed investment decisions.
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Important note
Although the content of this page was correct at the time of writing, it has not been updated since. Therefore it shouldn’t be relied upon for accuracy, as it may have been subject to subsequent tax, legislative or event changes.
Frequently Asked Questions
Women’s wealth refers to the growing global wealth that is controlled by women and the tailored financial advice designed to target female clients. With more wealth in the hands of women it’s increasingly important for women to have the financial knowledge and confidence to handle assets, income and investments. Our financial planners are here to support throughout.
With many people now living longer and the average life expectancy of women surpassing that of men, retirement years need to be properly financed. You can read more on this on Our World in Data. If you plan to retire at or around the traditionally ‘expected’ retirement age, the impact on your pensions, savings and future retirement could be significant.
Yes, globally women’s wealth is rising due to many key factors. These include more women owning their own businesses or earning higher salaries in professional and leadership roles. For more information on this, read more on Forbes.
Women are also more likely to take career breaks for care giving and maternity leave, which can affect their opportunity to progress in job roles and limit pension contributions.
To narrow the gap, we need to see efforts like equal pay policies, salary transparency laws, better paid parental leave and an increase in women in higher paying leadership roles.
Our team of advisers
Helping you navigate life’s big decisions and plan for the most valuable outcomes.
Please note
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying.
Tax rules, levels and regulations are subject to change and the availability of tax reliefs will depend upon individual circumstances.
Footnotes
- Forbes: (Sept 2024) The Feminization Of Wealth: Rewriting The Narrative For Women Investors
- Unbiased: (Sept 2024) Are women better investors than men? | Unbiased
- UK Government: (February 2025) UK businesses lead the way with record numbers of female leaders – GOV.UK
- Coutts: (March 2022) The future of investing is female | Coutts
- HSBC: (March 2023) Women’s growing wealth fuels impact investing
- Empower: (January 2025) The $34 trillion shift: How women are reshaping wealth and legacy
- European Parliament: (April 2023) Understanding the gender pay gap: definition and causes
- Our World in Data: (November 2023) Why do women live longer than men?