Inspiring women

Women in Finance

First Wealth is a signatory of the Women in Finance Charter. This is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry. The Charter reflects the aspiration to see gender balance at all levels across financial services firms. A balanced workforce is good for business – it is good for customers, for profitability and workplace culture, and is increasingly attractive for investors.

Our commitments

We have achieved and will maintain a 50/50 split between females and males within our senior management level roles. Increased gender diversity benefits our business and has a wider impact on the society we live in.

We will increase the number of female financial planners within the company, towards a 50/50 split. We always recruit and remunerate our team members for the individual skills they can bring to the business, irrespective of their gender.

We understand that our team members have busy lives outside of work, and we actively promote work life balance, flexible working hours to help with parenting, study or any other life events that need support.

“Financial Services has come a long way over the past twenty plus years, from when I first joined and was typically the only female in the hall at any seminar attended. It has always been a passion of mine to support more women to join the profession and when the opportunity to take on the role of Women in Finance Charter Champion at First Wealth, I jumped at the opportunity.

“Increased flexibility now being offered by many employers will help more women to choose Financial Services as a career and still be able to juggle having a life and a family outside of the office. By the time I exit the profession when I retire, I would love to see a more even split between women and men, but also more ethnic minorities being encouraged to seek a career in finance. Financial Services is no longer the dull middle-aged men’s club it used to be”.

– Kerry Burgess, Practice Manager

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