On a mission to financially educate and build confidence in women

Meet financial planner Rachel Edwards, of Crown Wealth Consultants.

We stand on the precipice of what is being coined as ‘The Great Wealth Transfer’, passing wealth from one generation to the next.

The combination of longer life expectancy and a desire for greater financial independence is changing the financial planning landscape. At Crown Wealth Consultants, we are delighted that we are seeing more women gaining leadership positions and achieving entrepreneurial success, resulting in financially empowered individuals.

Rachel Edwards, Financial Planner at Crown Wealth Consultants, is on a mission to financially educate and build confidence in women.

She says: “In my experience women tend to prioritise trust and personal relationships when choosing financial advisers. They want someone to understand their financial goals and provide an empathetic, supportive approach. I believe a female adviser can be beneficial for clients of all gender identities as they can be particularly adept at navigating the emotional complexities of inheriting wealth – which often involves managing, not just financial assets, but also family dynamics, emotional ties and personal goals.

“I believe that encouraging women to reach out and start a conversation is key. Often this is all that is needed to relieve anxieties and open up vital conversations. Real people don’t start by asking questions about asset classes and macroeconomics, they want answers to real life questions such as ‘Am I going to be comfortable in retirement?’ or ‘How do I take care of the people I love?’.”

As the Great Wealth Transfer progresses, the need for financial services tailored to women’s distinct needs is clear; there are unique financial challenges women face, including wage gaps, career interruptions, and the longer lifespans that require careful retirement planning. If you feel you could benefit from starting your own conversation, you can contact Rachel on 01323
442 353 or Rachel.Edwards@sjpp.co.uk

Crown Wealth Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Crown Wealth Consultants is a trading name of Crown Wealth Ltd.

SJP Approved 11/03/2025