It was once said that Ginger Rogers did everything that Fred Astaire did, but ‘backwards and in high heels.’ Many women would agree that the same applies to juggling their finances, careers, family and lifestyles today.

We all know that it shouldn’t be different for women, but sometimes it just is. There’s no point pretending otherwise. We know from our own experience of helping many dynamic and ambitious women look after their financial wellbeing that there’s often a wider variety of challenges to overcome.

It’s something that Emma Stevens, one of our founding partners, knows only too well. She’s made it one of her missions to make financial planning more accessible and relevant to women, using her own experience and insights and is a member of the St James’s Place Advising Women Committee.

Case Study: Successful Female

Enda, 59, is a successful Sales and Marketing Director. Throughout her career she’s earned a high salary and significant bonuses. However, like many women, she had found it difficult to find a financial advisor that understood the different challenges that women often face, when planning their investment and retirement strategy. That all changed when she started working with Emma at Corinthian.

Having focused her energy on her career, Enda hadn’t had time to look at her own finances properly or develop an appropriate retirement strategy. As a result, although she had built up a number of different pension pots, they weren’t following a clear overall plan, so there was no end goal or retirement date in sight. Enda sat down with Emma, who specialises in helping ambitious and successful women achieve their financial objectives, to look at her options and get some clarity on the choices available to her regarding her various pensions to help provide the financial security she wanted.

Emma helped Enda to identify what her existing holdings were, decide what kind of lifestyle she wanted to maintain and then use the information to develop a plan, to provide a secure income to support it. At the same time, Emma also enabled Enda to put in place a successful and robust investment strategy, that now ensures that Enda’s money works as hard for her as it can.

Emma has enabled Enda to be in charge of both her retirement and investment strategies and, above all, created choice by giving her the ability to decide whether to keep working or take early retirement and enjoy a lifestyle that her hard work deserves.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The advice Emma has provided has been invaluable and has helped in many ways. I rely on her skill and expertise to work for me, and to ensure my wishes and expectations translate into long term financial security, giving me the choices, I have worked hard for over the years.

Regular update...

Edna | Successful Female

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