Insights: July 2025
Inspiring what’s next for everyone
Welcome to the latest edition of Insights, where we explore the ideas, stories and inspiration shaping the future of wealth and wellbeing. At Evelyn Partners, we’re committed to addressing the female wealth advice gap. This quarter, we focus the spotlight on women, including our own wealth managers and the likes of Baroness Sue Campbell, Bunny Shaw (Manchester City Women’s Football Club) and Claire Nelson (the Netball Super League) and share insight from their unique approach to leadership, business and wealth management. From navigating risk and planning for longevity, to building confidence and community, the themes in this edition are relevant to everyone.
The rise of women’s sport and its impact beyond the game
Women’s sport is experiencing a powerful surge, not just in viewership, but in influence, investment and impact. This feature explores how leaders like Claire Nelson, Khadija ‘Bunny’ Shaw and Baroness Sue Campbell are helping to redefine what sport can mean for women and girls across the UK. With powerful data, personal stories and a look at Evelyn Partners’ role in supporting this movement, it’s a compelling look at how sport is building confidence, leadership and opportunity far beyond the pitch.
“ The path isn’t easy, and I want the next generation to have more opportunity, more support and to know that they belong in this sport. ”
Game changers. Tackling the gender advice gap with purpose and partnership
Despite growing financial engagement among women, a significant advice gap remains, particularly for those in relationships or navigating complex life stages. In this piece, financial planner Donna Money explores the roots of this disparity and how Evelyn Partners is working to close it through inclusive advice, greater female representation and strategic partnerships with women’s sports organisations. It’s a thoughtful look at how tailored financial guidance can empower more women to take control of their wealth and why that benefits everyone.
Why longevity matters for successful women
Longer lives, lower lifetime earnings and more career breaks mean women often face a more complex financial journey. It’s one that demands early, thoughtful planning. In this article, former international netballer Chelsea Pitman shares her own transition from elite sport to coaching, and why adaptability, support and honest conversations about money are key to long-term security. With insights that apply far beyond the world of sport, this piece explores how planning for longevity isn’t just smart. It’s empowering.
Confident investing for women: embracing risk
Women are increasingly taking control of their financial futures but many still approach investing with caution, which could be to their long-term detriment. This article explores how embracing the right level of risk could unlock greater financial growth and why personalised, empathetic advice is key to building confidence. From understanding risk tolerance to navigating life’s transitions, it offers practical insights for women (and anyone else) looking to invest with purpose and clarity.
