In this episode of Zomi Wealthcast, we welcome Sarah Roughsedge, Founder of Eva Wealth Management for Women and a multi award winning Chartered Financial Planner and Certified Financial Coach. Drawing on a background in neuroscience, Sarah explains how mindset and behaviour shape every financial choice, and why tailored planning is essential for women across the UK.

We explore the advice gap and gender wealth gap, the role of coaching alongside regulated advice, and how to support clients through life transitions such as divorce, bereavement, retirement and sudden inheritance. Sarah shares practical ways to build confidence and clarity, and sets out a hopeful view of the profession where technology and AI handle the heavy lifting so advisers can focus on people.

What we cover

• Why the advice gap and gender wealth gap persist in the UK

• Neuroscience and behavioural finance in everyday planning

• Client journeys through grief, divorce, retirement and inheritance

• The difference between financial advice, financial planning and financial coaching

• Cash flow modelling, pensions and ISAs explained in plain English

• Building emotional intelligence and people skills in a technical profession

• How AI will reshape adviser workloads while improving client outcomes

• Getting client facing early and reading the room with confidence

Links

• Connect with Sarah Roughsedge on LinkedIn

• Explore Eva Wealth Management for Women

• Follow Zomi Wealth on LinkedIn

Watch this episode on Youtube

About our guest Sarah Roughsedge helps successful women align their wealth to a preferred future. At Eva Wealth, the journey begins with mindset. Whether you are a chief executive navigating complex boardrooms or a woman at the threshold of an unexpected inheritance, Sarah believes your financial potential is not defined by current circumstances but by your willingness to see yourself differently. Eva Wealth meets you exactly where you are and offers more than strategies. Expect a partnership that challenges beliefs, illuminates blind spots and builds lasting financial confidence.

Key takeaways

• Advice should feel human as well as technical

• Speak in the client’s language and move at the right pace

• Separate urgent decisions from everything else to reduce overwhelm

• Keep learning. Exams matter, but people skills move outcomes

• Tech and AI will open the door to more inclusive planning across the UK

Disclaimer: This post is for informational purposes only and does not constitute financial or investment advice. Investments carry risks, and returns are not guaranteed. Values may fluctuate, and you may not recover your initial investment. Past performance is not a guide to future results. Keep cash aside for short-term needs.