IFA launches financial coaching firm to support bereaved women

Helps women get back on track

Sophie King
clock • 1 min read

Bree Wealth director, financial coach and IFA Julie Flynn has launched a financial coaching business to support women get financially back on track after losing their partner.

Ebb & Flow, launched in September, supports women whose husbands or partners have died to make a new financial plan to help them manage money with confidence. Customers will be offered a 12-month plan supplied by Flynn (pictured) and a trainee financial coach, along with one-to-one coaching and guidance. Women will be helped with making a financial plan, budgeting and decision making. Flynn said the firm will help them with any issues they may have previously discussed with their partner which could be simply making a big purchase or planning for the future.  So far, most of the women...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

Professional Adviser
clock 27 February 2026 • 1 min read
One in five adults have made panic-driven financial decisions

One in five adults have made panic-driven financial decisions

Link between financial education and levels of anxiety

Jaskeet Briah
clock 25 February 2026 • 1 min read
Who really owns the digital client relationship? From ownership to orchestration

Who really owns the digital client relationship? From ownership to orchestration

The battle for the digital layer

Tessa Lee
clock 23 February 2026 • 5 min read