IFA launches financial coaching firm to support bereaved women

Helps women get back on track

Sophie King
clock • 1 min read

Bree Wealth director, financial coach and IFA Julie Flynn has launched a financial coaching business to support women get financially back on track after losing their partner.

Ebb & Flow, launched in September, supports women whose husbands or partners have died to make a new financial plan to help them manage money with confidence. Customers will be offered a 12-month plan supplied by Flynn (pictured) and a trainee financial coach, along with one-to-one coaching and guidance. Women will be helped with making a financial plan, budgeting and decision making. Flynn said the firm will help them with any issues they may have previously discussed with their partner which could be simply making a big purchase or planning for the future.  So far, most of the women...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Inside Quilter Academy: The path to becoming a financial adviser

Inside Quilter Academy: The path to becoming a financial adviser

'The journey to becoming a financial adviser is not a straightforward one'

Chris Jones
clock 13 March 2025 • 5 min read
TrinityBridge financial planning head tackles Spring Forecast rumours

TrinityBridge financial planning head tackles Spring Forecast rumours

‘You always have to take all these with a pinch of salt’

Isabel Baxter
clock 13 March 2025 • 3 min read
Kingswood nears takeover deal with PE backer HSQ Investments

Kingswood nears takeover deal with PE backer HSQ Investments

HSQ Investments considers full acquisition of Kingswood

Sahar Nazir
clock 12 March 2025 • 2 min read