Over 400 financial services firms have signed up to support the Treasury’s Women in Finance Charter but there are signs the progress women have made into moving into more senior positions is beginning to plateau.

Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.

Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

Wealth management skills have become core for Financial Planners as the profession moves upmarket.