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.

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.

We are also proud signatories of the UK governed, Women in Finance Charter and actively support to increase the number of women in professional services, starting with our own team.

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 financial advice tailored around you. We ensure that our clients are given the best advice so they can feel financially empowered.

Women in Finance Charter

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.

Over 40 years of experience

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.

Global reach

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.

B-Corp certified

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

Over the years we have helped thousands of families with all aspects of succession planning.

Our friendly and experienced team can help you to get your plans in order, supporting you and your family, through your wealth journey. An effective intergenerational plan will not only protect your family’s wealth, but can also significantly mitigate inheritance tax.

Ideally, when it comes to retirement planning, it really is a case of the earlier you start the better.

For women, future pensions, can be affected by things like career breaks, the gender pay gap and life longevity. By setting aside retirement savings over time you will be in the best position to build a substantial fund over your working life, making sure that funds are allocated in the most efficient way for your individual circumstances.

Personal and family protection can provide financial support at a time when you and your loved ones may need it the most.

It can help to ensure that when you pass away household payments like a mortgage, funeral costs or the cost of raising children are met.

Knowing that your family’s financial needs will be catered for should the worst happen can give you and your family peace of mind. If you would like to speak to our team of experienced financial planners to discuss your personal and family protection, please do get in touch.

When starting your investment plan with Progeny, our experienced team of financial experts will guide you through a comprehensive fact-finding process to align your aspirations and financial status with your attitude to risk.

This is underpinned by a clear understanding of your objectives. Whether your focus is capital growth or preservation or income generation, we can build and adapt the right investment solution to meet your requirements.

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.

Fill in the form and one of our experts will be in touch to discuss how we can help.

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Frequently Asked Questions

What is meant by women’s wealth?

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 women living longer, how does this influence how I think about planning for retirement?

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.

Is women’s wealth rising?

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.

What factors are affecting the gender pay gap?

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.

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.

A tailored approach to Women’s Wealth