Taking the reins: female clients and the transfer of wealth (2021)
Working with Schroders bank, I interviewed a collection of women (widows, divorcees, single) aged between 50-75 about their lives, financial histories, relationship and attitudes towards money, their careers. The report delves into how these women are viewing inheritance, retirement and spending in the wake of the Covid and how advisors and the financial services industry can meet their needs. Read the full report here