Are financial advisers overlooking a vital client segment?

When it comes to wealth management, women are frequently overlooked as clients in their own right - yet their expectations of the advice process are vastly different from men's. Today, women control roughly 60% of private wealth in the UK. Furthermore, they are positioned to inherit the lion's share of the staggering £7trn intergenerational wealth transfer expected over the next three decades.  Despite these compelling figures, a significant portion of this demographic remains underserved by the advice sector. All too often, women are relegated to the sidelines of conversations that ...