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.
Award Winning Financial Advice
No suits, no jargon — just expert guidance to help you take control of your money with confidence.
We offer supportive, modern, and holistic guidance across:
Real testimonials from real clients
"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 • Google Review
"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 • Google Review
"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 • Google Review
Tailored financial advice for different needs
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.
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.
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.
Everything you need to know about working with us
A discovery call is a complimentary, no-obligation conversation where we discuss your financial goals, current situation, and how I can help. It's a chance for us to get to know each other and see if we're a good fit — with absolutely no pressure to proceed.
The cost varies depending on your needs and the complexity of your situation. After our free discovery call, I'll provide a clear, transparent quote with no hidden fees. Most clients find the value far outweighs the investment, especially when considering tax savings and improved returns.
Not at all! While I'm based in Yorkshire and work with many clients across Leeds, Sheffield, Huddersfield, and Wakefield, I work with clients nationwide. Most meetings are conducted virtually via Zoom or phone, making it convenient no matter where you're located.
The timeline depends on your specific needs. After our initial consultation, I typically spend 1-2 weeks researching and creating your tailored financial plan. Implementation can begin immediately after, with ongoing reviews scheduled quarterly or annually based on your preference.
I focus on making financial advice accessible and jargon-free. As the UK's youngest qualified financial adviser (by 18), I bring a modern, personable approach that breaks down barriers. I've helped over 200 clients who previously never had professional advice, and I'm committed to building genuine, long-term relationships rather than just transactions.
Guides and tools to help you get started
Essential steps to optimize your pension and maximize your retirement income.
COMING SOONTax-efficient strategies for extracting profit from your limited company.
COMING SOONEverything you need to know about starting your investment journey.
COMING SOONTake the first step towards confident, stress-free finances.
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