About Female Financial Management

About Rowena Griffiths

I have over 20 years experience in Financial Services, as an Adviser and in management. I advise mainly on pensions and investments and a typical client would be someone planning for retirement or in retirement. I also help clients manage their investments, protect their families and mitigate against inheritance tax. I help people understand the complexities of financial products. I am a Holistic Financial Planner, which involves first identifying a client’s financial goals and writing a plan based on their aims and to address any shortfalls.

Although I don’t exclusively advise women, I do receive a lot of enquiries on divorce. Also, Ethical investments are becoming more and more popular.

I started advising clients in 1991 when I was working for a major high street bank. However, my first introduction to Holistic Financial Planning was in 1994 when I joined a small division of Prudential called Private Financial Planning Services. I was able to study hard and gained my Advanced Financial Planning certificate, now known as ‘Diploma Status.’ This was one of the most enjoyable jobs I have held, as Prudential has a strong brand and some excellent products. The main offering, however, was a Financial Planning Service which reflected the clients’ goals and needs, rather than a recommendation of products to invest in.

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Free Initial Consultation

In 2001 I was made redundant and decided to take a year off to travel the world. On my return, I was able to realise a longstanding ambition and become an Independent Financial Adviser. I joined a company called Sedgewicks, but left when they were taken over by Barclays Bank and lost their Independent Status. I have been with my present company for the last 8 years, offering the same independent advice, although the name above the door has changed a few times over the years! I have been told by my clients that I add the most value by making complex and possibly daunting financial products understandable. I offer an initial meeting without cost or obligation.

THERE FOR YOU

Rowena is happy to meet you at your home or place of work in the City, Central or South West London. For unbiased advice, please contact us via the online enquiry forms on this site, or by email or telephone and we’ll get back to you as soon as possible.
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Female Financial Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk/register) under reference 596493.
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Female Financial Management Limited’s registered office is at 50 Bendemeer Road, London SW15. Registered in England and Wales, Company No. 8340474. Please read our Privacy Statement before completing any enquiry form or emailing us. The FCA does not regulate some forms of mortgages. © Copyright 2024 | Female Financial Adviser
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