Female Folio, a network supporting women on their investment journey – Claire Barker

This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald.

Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025.

Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story.

In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning.

For more information on Female Folio you can visit their website here: https://www.femalefolio.com/

We cover:
Claire’s career journey
Moving from a different industry into the financial profession
What a communications and marketing role entails
What is Female Folio?
What are the barriers for women seeking financial advice?
Ways in which men and women invest differently

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.

Financial Planner Life Academies
Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career or showcase your academy.
Learn more here: https://recruitukltd.co.uk/financial-...

Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-...

Financial planning Salary Guide https://recruitukltd.co.uk/the-recrui...

If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.

if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!

Time Stamps
00:00 - Introduction
01:48 - Why has she remained in financial planning?
03:50 - Moving from a different industry into the financial profession
17:42 - The role of someone in communications and marketing
10:36 - Favourite part of her job
12:46 – What is Female Folio?
18:34 - Barriers for women seeking financial advice
25:07 - Networking within Female Folio
26:39 - Ways in which women invest differently to men
32:12 - How have the launch parties gone?
39:11 - Who's responsibility is it to bring more females into the financial profession?