From insight to action: The role of the Women's Wealth Alliance

'This is as much a perception challenge as a pipeline one'

clock • 4 min read

In this month’s Our Sector column, a space for trade and professional bodies engaging with the advice profession and the industries it works alongside to share developments and spotlight financial services issues that matter, Women’s Wealth Alliance chair Vanessa Barnes shares how the organisation is working to build a more representative profession.

Women are estimated to hold around 60% of UK private wealth, yet men still hold 71% of invested assets. At the same time, only 18% of financial planners are female. Together, these figures point to a growing disconnect between where wealth sits, who delivers financial advice, and how advice is experienced. The FCA's 2025 Adviser Survey shows that 60% of advised clients are women, but joint advice relationships do not always mean equal participation. This impacts future client engagement, retention, outcomes and economic growth, creating a shared challenge, and opportunity, for the whole ...

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