Charlotte Wheeler, senior wealth manager at JPMorgan PI, and a member of the Chartered Insurance Institute’s New Generation Programme, told Tea with the FTA about her pathway into the profession.
She said her experience had been extremely positive, and the women she knows in the profession talk about how they are “helping people and empowering people” with such excitement.
But, she said: “There is so much more we can do to help drive more women into financial services.
“In my role, a lot of female customers ask specifically for a woman.
“The stat [from the FCA] says around 18 to 19 per cent of advisers are women currently, so there is so much more we can do . . . to even out the playing field.”
Vanessa Barnes, co-host of Tea with the FTA with editor Simoney Kyriakou, and founder of Hannay Wealth, spoke about the research done with the Women’s Wealth Alliance in 2025, which showed that 93 per cent of women already working in financial services absolutely love their careers.
In this video podcast, FT Adviser and WWA look at the issues affecting women, and companies, in the financial services sector.
Though the survey revealed 93 per cent of female practitioners would recommend the industry to other women, very few of these had come into the profession knowing about the career from an early age, so there was an educational opportunity outlined in the study.
Moreover, there was a “glaring disconnect” according to Barnes, where a cohort of women just did not want to take on a regulated role, and another did not continue progressing in financial planning.
FT Adviser and the Women’s Wealth Alliance have teamed up to create a mini-series of vodcasts. The WWA, a working group of the Consumer Duty Alliance, has been tasked with a twofold goal: to help bring more women into financial services and to improve the financial resilience and education of women across the UK. This is no small task, as our series of six interviews, called Tea with the FTA, outlines.
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