Follow my blog for news and insights into financial planning for women. 
I regularly share information, informal support and sometimes the odd giggle as we try to help you navigate the world of finance. 
As a busy working Mum with lots of commitments, I know how hard it can be to find the time and energy to think about financial planning. I want to break down some of the barriers and make you think positively about your financial future. 
Get in touch if you would like to discuss any of the topics in my blogs.

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  1. How focussing on Wealth Creation can set you apart as an entrepreneur…


    Running your own business can be hard.  Building a brand – even harder, so when it comes to establishing your legacy and generating the wealth that your talent deserves, this can feel insurmountable!  It’s the reason that I have created the first of it’s kind,  group mastermind programme that is specifically designed for female entrepreneurs looking to craft the financial future of their dreams.

    The Wealth Accelerator Programme is a 6-month mastermind that has been designed and co-ordinated to specifically address the needs of successful female business owners.  I’m so proud and excited to present this ground-breaking programme of activities and support that will support female entrepreneurs to level up their wealth…

    • Personalised financial planning with training.
    • Targeted support and education on investing.
    • Exploration of pensions and life planning.
    • Training on scale, growth and building a team.
    • A dedicated community of like minded women to share ideas, experiences and knowledge.

    As female entrepreneurs we face so many challenges when it comes to perception over wealth and financial planning I’m passionate about empowering women, and in particular women business owners to bust through the stereotypes and create the financial legacy that they may have previously not thought possible, setting them apart from the competition!

    Common misconceptions about wealth creation with female entrepreneurs:

    1.       Women don’t understand how to manage a large scale business

    I work with so many successful business owners – from 5 to 7 figures who have been able to scale and grow successfully.  With the right tools, processes and mindset in place, having a large scale business is not just possible; it is an easy reality.

    2.       Female business owners cannot manage risk.

    It is a common myth that female business owners are risk averse and therefore limit the scale in which their businesses to grow.  I work with many clients to help them understand risk and make measured investment decisions so that they can successfully invest and grow.  The Wealth Accelerator Programme is the perfect environment to learn some of these techniques.

    3.       Women are bad with money

    This is one that annoys me the most!  I am privileged to work with some of the most talented female entrepreneurs who have created financial futures which provide for them, their families and even future generations I passionately believe that as women we need to empower each other and educate ourselves to be able to make the best decisions about money, financial controls and wealth creation.


    How my Wealth Accelerator Programme can help.

    Let me be clear, this programme is not for everyone!  I’ve interviewed some amazing female business owners to join the programme, and if they are not at the right stage in their journey, I’ve been honest and direct enough to tell them. 

    This programme is for you if..

    • You’ve done the graft to establish your business and are getting the clients and testimonials to prove it.
    • You are making good money but are unsure about where to take it next, and you’ve believed (or part-believed) the stereotypical assumptions.
    • You are keen to learn the tools and techniques that will allow you to craft the financial future that you know you want and deserve.

    This programme is not for you if:-

    • You are unsure or your ideal client and focus, and are having sporadic income months.
    • You are just starting out on your entrepreneurial journey and are not yet established in your market.
    • You want to rely on others to craft your financial future (yes this one is harsh but true, I’m only inviting female entrepreneurs who want to take control and craft their own financial futures).

    If you are as hungry to create the wealth that your talent deserves as you were to start and grow your business, then this is the only mastermind that you should be considering for 202.  Places are limited, and I’m inviting people to make an application by booking a call with me to discuss how the programme can not just help you, but facilitate your next level-up.

    Click here to find out more detail on the Wealth Accelerator Programme, and get that call booked in with me if you are ready to join this revolutionary mastermind.

    With love,

    Rebecca xxx


  2. 7 Things you need to sort out to get your business finances in order.

    get your business finances sorted

    (Download a free cashflow tracker too!)

    Starting your own business, going self-employed or deciding on a freelance career can be daunting for so many reasons.  Fear of the unknown, that lack of security, lack of corporate benefits – it can be really overwhelming! All of the scary bits aside though, starting your own business or going it alone as a woman can be the most empowering and liberating experiences.  I’ve had my own business for 9 years now, and I love to be able to help my clients with creating the wealth that they both want and deserve.  More and more of my clients are business owners, and it’s amazing to be able to be part of their journey as they established really successful brands across a whole variety of industries.

    rebecca adviser and location page

    As part of my experience as both an IFA specialist in helping women with wealth creation and as a female business owner myself I’ve been able to compile this list of priorities that you need to focus on to ensure your business finances are in the best shape, not only to be compliant, but also to help facilitate any growth plans.

    1, Have a robust business plan.  This is an oldie but a goodie, and it is so important to have a business plan that includes all of your finances, clear goals, milestones and actions that give your business it’s overall direction.  Until you get a good business plan, you won’t be able to scale your business whilst staying in control.

    2. Get clear on your terms and conditions.  This may come as a surprise but there are so many business owners that don’t have adequate terms and conditions that are relevant and tailored to their business, and it leaves them financially exposed.  Legally you need to have terms and conditions if you sell anything, but don’t be tempted to use  basic templates or free versions.  Your terms and conditions are your businesses rule book and boundaries.  It can save unnecessary refunds; time wasted and support you in having good control of your business.

    3. Analyse ALL of your costs.  Sitting down and going through every bit of expenditure in your business will give you a clear understanding of your business needs and it will help to support decision making with pricing as well as bigger investment decisions.

    female entrepreneurs creative

    4. Set up regular review points for your business.  Whether you make it weekly, monthly or quarterly, establishing a decent review structure for your business will increase your level of control, and it will force you to scrutinise your own performance, which will help you to improve and grow!

    5. Research what support is available.  There are tonnes of free resources as well as funding streams which can help you, but you have to be prepared to go and look for it.  A great place to start is who can then signpost you to various other places.

    6. Get a mentor or coach.  This one is rarely included in top lists for resources to get your business finances sorted, but it can be a game changer for your business.  A good coach or mentor will challenge your thinking, help you to unlock those ideas and help to give you the confidence to pursue those growth plans.  In the last couple of years I’ve joined mentor groups and an entrepreneurs mastermind which has unlocked whole new revenue streams for me.  Coaches and mentors vary massively in price, so do your research carefully so you find someone that you really connect with as well as can afford.

    financial planning for women

    7. Plan out the key dates for your business expenses.  We’ve all been there – in one day it can feel like all of your “big” expenses come out at the same time and it can have a massive impact on your finances.  Take a look at what the big expenses are as part of your cost analysis and then you can make a plan to build up a buffer for them, or look to spread them out to smooth those spikes.  Tax, Subscriptions, Professional fees and memberships are buckets which you should definitely be concentrating on.

    Having the passion to run your own business is always admirable, but you do need to get savvy with your finances and business planning if you want to thrive rather than just survive to help you I’ve created this useful cashflow tracker which you can download and utilise in your business.

    Sign up to get access today and good luck with your entrepreneurial journey.

    Much love,

    Rebecca xx