Financial Planning For Female Leaders
Women are set to control a higher proportion of the world’s wealth over the coming years, so why is the wealth management profession skewed towards men? Cooper Parry Wealth is flipping the script.
Levelling The Playing Field
With more women in work, leading businesses, and increasingly becoming the primary earners in their households, women are set to control a significantly larger proportion of the world’s wealth in the years ahead.
But while female leaders face the same financial challenges as men, they’re also more likely to shoulder family-related responsibilities – responsibilities that demand time, energy and, too often, unfair judgments on their leadership.
At Cooper Parry Wealth, we believe financial planning should recognise and respond to those realities. And historically? It hasn’t. The profession has long been skewed towards men – in language, in focus, and in the assumptions it makes.
It’s time to flip the script. It’s time to build a space where women feel genuinely seen, heard and supported.
Why We Launched The Female Leaders Initiative
We launched the Female Leaders movement to help rebalance a system that hasn’t always worked for women – and to empower female founders, executives, entrepreneurs and professionals with financial planning that reflects the realities of their lives.
Our goal is simple:
To provide relevant, engaging, female-centric guidance that helps women shape the lifestyle and legacy they want – on their terms.
This guide, titled ‘Levelling The Playing Field’, was created by Marie Smith, Relationship Associate Partner at Cooper Parry Wealth. It explores the financial planning opportunities available to female leaders and how to make confident, informed decisions at every stage of your career and life.
We also host regular She Rocks Business events, bringing together some of the UK’s most inspiring female leaders to connect, learn from each other, and pave the way for a brighter, more balanced future.
JOIN OUR FEMALE LEADER NETWORK
Our Female Leader Network brings together inspiring women across industries to share experiences, opportunities and expertise.
An Inspirational Client That We're Proud To Support
“Cooper Parry Wealth came along at a time when I wasn’t happy with my current financial adviser. I’d been moved to someone who frankly made my hackles rise the way he treated me. He was very condescending, and I didn’t want that.
So, I started working with Ewan at CPW for a number of years and then Marie further down the line. With both of them, nothing has ever felt like a hard sell. They’ve given me lots of practical advice, and they’re hot on important things like sorting your will, power of attorney etc.
They’re very accessible and very responsive too, but they leave you alone if you don’t need anything, which I like. I want to keep moving forward and enjoying life, and with CPW, I’m confident my finances are in a good place to do that.”
Meet Marie Smith – Founder of the Female Leaders Network
Marie is a Relationship Associate Partner at Cooper Parry Wealth and the founder of our Female Leaders network. She works with entrepreneurs, trustees, professionals and families across the UK, helping busy people bring everything together and create a clear, achievable financial path.
With a flair for the technical side – especially wealth preservation and legacy planning – Marie is passionate about improving financial outcomes for female leaders and driving investment into female-led businesses.
IMPORTANT
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Lifetime cashflow planning, trusts and Family Investment Companies are not regulated by the Financial Conduct Authority (FCA). Content on this website is:
Based on current UK tax legislation and believed to be accurate at the time of publication but may change. Tax treatment depends on your individual circumstances, including residency and domicile.
For general information only and does not constitute financial advice. You should seek independent professional advice before making financial or investment decisions.
Intended for UK investors only and does not constitute an offer or solicitation to buy or sell any investment product.