Evelyn Partners has formed a partnership with networking group Really Helpful Club aimed at “empowering women to confidently manage their finances, grow wealth and plan for their future needs”.
The group, founded by former wealth manager Sarah Austin, seeks to help women share connections, knowledge and experience, across business, wealth, personal growth, wellbeing and family life.
Evelyn Partners noted that despite estimates that 60% of wealth in the UK will soon be in female hands, women are underserved by the wealth management industry. The firm pointed to research showing 69% of women said they do not feel confident when it comes to investing, and only 20% say they know where to find a good financial adviser.
Emma Sterland, chief financial planning officer at Evelyn Partners, said: “Announcing this partnership is an exciting moment as we seek to establish Evelyn Partners as the wealth manager of choice for women across the UK.
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“We have extensive experience of women coming to us for advice – often later in life, and sometimes after a business exit, or other significant life events like divorce or retirement – who have not had support in or been engaged with their financial futures.
“Our mission is to encourage and empower more women to get ahead of life’s curveballs by having a financial plan in place, to match and enable their life plan.
Austin added: “Really Helpful Club gives women the confidence, insight and practical tools to plan for whatever life brings—through thoughtfully curated events, retreats, expert-led talks and relaxed networking get-togethers.
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“It’s a trusted space to share recommendations — whether it’s a brilliant midlife personal coach, divorce lawyer, accountant, stylist, or now, a financial planner.
‘This partnership with Evelyn Partners feels like a natural step. Managing money, feeling financially secure and having the resilience and freedom to enjoy your next chapter in life, is one of the most popular and pressing topics within our community—and too often, women just don’t know who to trust or where to begin. Together, we’re changing that.”
