Financial Planning
built with
Who
We work with ambitious women, busy mums, and female founders.
What
A clear, jargon free plan with actionable steps to secure your family, grow your finances, and achieve your goals.
Why
Ivey has been built to give women the control and calm they deserve.
built by women for women
Why we’re here
Lower pensions, incomes, less access to business funding, rising dropout rates from employment.
We believe knowledge and access are our greatest assets for challenging the status quo, taking back control and putting money back in the pockets of women.
Building wealth
Ivey puts women at the center — not as an afterthought and not as a marketing exercise.
Developing financial literacy
Empowerment only lasts if understanding is part of the journey. That’s why we focus on building true financial literacy.
See how here
of wealth set to be in the hands of women by 2025
The Centre for Economics and Business Research
more in mens pensions on average
Women’s Budget group
drop in earnings after birth of first baby (over first 5 years)
Office for National Statistics (ONS)
Do you see yourself?
Who we help
The Female Founder
Female Founders Growing with Intention
Combining personal and business planning
The Busy Mum
Mums Wanting Calm, Clarity & Security
Planning for maternity leave, childcare costs, and your child’s future
The Career Woman
Ambitious Women Climbing the Ladder
Balancing high earnings and employee benefits
The Women in Transition
Women Navigating Life’s Big Changes
Divorce, grief, marriage, and everything in between
and many more
How it works
What Working Together Looks Like
1.
Discover
Understand where you are now
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We begin with a short call (up to 30 mins) to check we’re aligned. It matters that we get on — financial advice isn’t a one-off transaction. I’ll be by your side through the biggest milestones, often for years.
After the call, you’ll receive a simple pack to complete so I can get a clear snapshot of your current situation. This includes a fact find, a risk questionnaire, your service and fee agreement, and your invoice.
Your job is to share the basics. My job is to make this feel easy, clear and judgment-free.
2.
Define
Clarify what matters most – your what and your why
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Once everything is returned and your invoice is settled, we move into stage two.
We’ll book a longer conversation (around an hour) to explore your goals, your ambitions, what drives you, your relationship with money, and what “security” and “success” truly mean to you.
This stage is about you, not your accounts. It’s how we make sure your plan works with your real life — not against it.
3.
Design
Creating the route from your today to your ideal future
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Now you can hand the reins over.
I gather everything from stage one and two, contact any existing plan providers, analyse your current position and begin building your personalised plan.
This includes the steps you need to take, the timelines, the opportunities, the risks to be aware of, and the most efficient route to your future goals.
You rest — I get to work.
4.
Deliver
Turning your plan into action
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Once your full plan is ready, we’ll meet again (about an hour again) to go through it in detail.
Together we’ll confirm your “now,” map out your “future,” walk through every actionable step clearly and calmly, review your cash-flow model, answer questions and make tweaks.
My job is only done when you feel confident, clear, and fully understand both what to do and why.
Once agreed, I support you by implementing the actions so progress actually happens — not just sits on a to-do list.
5.
Develop
Keeping your plan alive and aligned
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Life shifts. Careers evolve. Children grow. Priorities change.
Your financial plan needs to move with you.
That’s why I offer ongoing support, including optional monthly Quick Dips — short 15-minute sessions focused on coaching, clarity, and keeping you on track. It’s a space to stay calm, focused, and free from the constant mental load of “I really should sort my finances…”
6.
Deep Dive
An annual reset to review and update
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Whether or not you use the monthly coaching, we’ll meet once a year for your Deep Dive.
This is our chance to review your whole plan, repeat key parts of the process, prepare for any upcoming changes, adjust the route as needed, and check everything still reflects your life, values and goals.
And honestly — I love the extra chance to catch up with my clients.
This isn’t just advice; it’s a long-term partnership. And I love celebrating your wins and progress with you.
At Ivey, our work is rooted in one simple belief: financial planning should make your life easier. We focus on the real-life moments women face every day. The ones traditional advice often ignores.
Services
What do we do?
Planning for Maternity, Motherhood & Career Breaks
Growing Wealth as a Female Founder, Employed or Self-Employed Woman
Investing & Pension Planning Designed for Women’s Lives
Navigating Big Life Changes with Clarity & Support
Is that all? Not even close.
Visit our Services page for full details.
Financial planning that puts women first — with clarity, respect & uncompromising quality.
My values center on closing the wealth gap by giving women the knowledge, support and professional network they need — at every stage of life, career or motherhood.
This is about raising standards, expanding access, and making sure women are never left out of the financial conversation again.
Testimonials & Reviews
Some Love From Clients
Jenny Pink
I got the feeling that the website is trying to tell me something. Do you have the same feeling?
Tommy Blue
The theme is free, so it’s like a treat for me. So the real question will be, will this theme have pro functionality?
Tim Lemons
From the perspective of Virtual Reality – The Lemmony theme is very Virtual. So it was the main point why I chose it.
A goal without a plan is just a wish
Antoine de Saint-Exupéry
For too long finance has been designed by men for men, leaving women out of the conversation.
Take control today
No hard sell, no mansplaining, no minimum investments
What are people asking us?
