Membership Options – Financial Planning & Advice for Women
You don’t know what a difference Women’s Wealth can make to your finances – until you join us.
Our fixed fee membership options are designed to match your current and future financial needs.
Enable
New to personal finance (and suspect you should pull up your financial socks)?
Women’s Wealth will increase your financial confidence and boost your money know-how, totally free for 6 months with no obligation.
Whatever your earning power, Enable is a perfect kick-starter. It shows you the basics and you’ll learn more about us, too.
Follow our newsletters, blogs and live events all about what great things women can do with their money. (And also what they should avoid!). Shake off old habits and take your first steps to financial control.
Free*
See Features
- Level Up your Knowledge
Online platform with curated content, and online courses. - Live Personal Finance Discussion
Weekly “Live” personal finance discussions on topical matters led by qualified advisers. - Live Monthly ‘Ask Our Adviser’ Sessions
Monthly “Live” ask the adviser sessions with qualified advisers. - Members’ Community
Member’s community of like-minded people to share knowledge with.
Empower
Finances with the guidance of a professional adviser (aka your Best Financial Friend).
You’re earning upwards of £45K+ , so savvy decisions are a must if your hard work is to be rewarded and your future secured.
Empower is a 2 year commitment to work with us. This will give you a firm foundation for financial growth and security, both now and into the future. First we build a relationship through bespoke personal sessions.
We ensure we understand your goals – and any special circumstances. We then carefully plan and guide you to actually take the decisions that will maximise what you have.
Just like a personal Best Financial Friend.
£86 p/m
See Features
- Discovery Meeting
Us learning about you. - Personal Preference Meeting
Us learning more about you, and also you are discovering more about yourself. - Financial Planning Meeting
Analysis of your circumstances, consider scenarios and discuss options. - Financial Solutions Meeting
Our findings after analysis, calculation, research, and technical input with some suggestions for moving forward. - Financial Conclusions Meeting
Q&A on advice and recommendation after time to reflect. Discuss and agree priorities and actions. - Personal Financial Planning Report
Which details and analyses your circumstances. - Advice & Recommendation Report
Detailing the analysis, calculations, research and technical input that supports our specific advice and recommendations for you. - Review Meetings
At least once a year a meeting to update the plan and check progress. - Ongoing Support
We fully expect our members will sometimes have financial matters crop up between review meetings. - Personal Finance Portal
A safe place to collate and share your important financial information.
Enhance
Women’s Wealth is 100% qualified to meet the complex needs of our top-earning clients.
Recommended for women with a greater level of earnings, or with invested assets and more complex tax considerations.
If you earn £100K plus, with potential investments in the region of £250K, this higher level of planning and management ensures that your money is protected and gives you the best return over time.
Enhance still operates as your Best Financial Friend. A Women’s Wealth adviser works with you at every stage, never making assumptions about your individual needs and goals.
£147 p/m
See Features
- Half Yearly Review Meeting
Often dividing the annual review and half-yearly review focus between tax planning and investment planning. - Specialist advice
Access to specialist advice that meets the needs of more complex personal circumstances. - Access to more sophisticated and bespoke arrangements
Access to sophisticated arrangements – appropriate for more developed needs.
*We want all women to feel powerful about their money. That’s why Enable costs nothing for 6 months. Beyond that it’s a straight £12 p/m with no tie-in. Or if you’re ready, upgrade to Empower.
Introducing our Money Mentors
Enjoy reading their profiles and getting to know them.
Hit the book now button in their profile to arrange a 15 minute chat.
Financial Planning for Women
Women’s Wealth exclusive market research and product arrangement.
As authorised and regulated Financial Planners and Independent Financial Advisers, WW can offer members selective product arrangement for investments, insurance and pensions. We do this only when it is the most financially beneficial route for you. For members who require this service we charge a fixed fee to cover the additional work and avoid any conflict of interest or influence from commission based products. This will be fully transparent in our discussions with you.