Award Winning Financial Advice

Rewriting Financial Advice – Modern, Approachable & Built Around You

No suits, no jargon — just expert guidance to help you take control of your money with confidence.

Romany Youell - The Finance Woman

Expert advice, delivered differently

We offer supportive, modern, and holistic guidance across:

  • Pensions & Retirement Planning
  • Investments & Wealth Management
  • Mortgages & Protection
  • Tax-Efficient Strategies for Business Owners
  • Business & Personal Financial Planning
  • Equity Release
See Our Services

The Impact We've Made

S
Sace Socials
★★★★★

"Romany recently came into my business' mentorship and honestly WOW! Finance is something I've found women in business really struggle to talk about. Romany set the rooms nerves and jumped into answering questions in such an easy to understand manner. She's a credit to women and her industry."

8 months ago

N
Nicole Lonsdale
★★★★★

"Romany @ The Finance Woman is truly unbelievable. She really is breaking the mould of what a IFA is and does! She is really knowledgeable and truly wants best for her clients. I have been working with Romany for a while now and wouldn't go anywhere else. Cannot recommend enough!"

8 months ago

V
Victoria Marsland
★★★★★

"Romany has been amazing throughout the process of moving my pensions into one pot and sorting out some life insurance. She was really patient with me and spent as much time as I needed explaining the paperwork and products. Highly recommend her!"

15 months ago

Who We Help & How

Tailored financial advice for different needs

Business Owners

We help business owners, professionals, and anyone who wants more than just numbers. Pensions, investments, mortgages, and insurance - we offer expert advice built around your clients' needs.

Personalized Approach

Finances should fit your lifestyle, not the other way around. That's why we offer an approach that feels natural and stress-free. Outside of finance, I love yoga, travel and time with my dog, Honey.

Modern & Accessible

Financial advice shouldn't be intimidating. With expert guidance and a modern approach, we make wealth planning clear, personal, and jargon-free — helping you build the life you want.

How It Works

A straightforward approach to financial advice

1

Initial Consultation

A complimentary discovery call to understand your objectives, current circumstances, and financial goals.

2

Strategy Development

Creation of a customized financial plan with clear, actionable steps tailored specifically to you.

3

Ongoing Guidance

Continued adviser support throughout implementation, with regular reviews to keep you on track.

Book in for a Free Discovery Call

Take the first step towards confident, stress-free finances.

Book Free Call