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Celebrating International Women’s Day 2026 – Wealth in Women’s Hands

Event date: 3 March @12:30pm-2:00pm
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In recognition of International Women’s Day, we invite you to an exclusive event exploring the shifting landscape of female-held wealth. One third of the world's wealth is now owned by women, a figure that is constantly growing. Yet while women are becoming more affluent than ever before, they remain far less likely than men to invest.

Join us for an insightful talk from JM Finn’s Wealth Planner, Clare Julian and Investment Manager, Isabel Kwok as we explore the reasons behind this and provide practical ideas on how to support women to more effectively manage their wealth.

Topics include:

Understanding the shift in wealth and why this matters to you
Understanding how to get the basics right
Exploring what inflation is and how this impacts your finances
Understanding the benefits of investing over the longer term (particularly compared with cash savings)
Exploring investment risks and what you can do to manage and mitigate them
Learning how to meet your retirement goals and objectives

At JM Finn, we are committed to improving financial literacy to help address the gender wealth gap. Our aim is to provide attendees with the knowledge, tools, and confidence to make informed decisions best suited to their situation and to those of their clients.

This event is a not-to-be-missed session designed to help you take a proactive approach to managing your financial future.

Clare Julian

Clare joined JM Finn as a Wealth Planner in December 2019, joining from Cazenove Capital, where she had spent five years. Clare’s career in Wealth Planning began in 2006, and in this time, she has developed expertise in estate planning, wealth structuring, and also retirement planning.

She is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning, (APFS), as well as being an alumnus of the University of Birmingham, holding a BA Hons degree in Medieval & Modern History.

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