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Women ‘carthorses’ care for their clients

Female IFAs are the “elegant carthorses” of the industry and are the caring face of advice.

Bates IFA Maureen Conroy-Lake, one of the first female advisers at Millfield, says women should focus on advice with a personal touch. She believes that women do not shout about their achievements.

Conroy-Lake says: “We might not be shining lights on ourselves but there is a role to play for more women to get into finance. I like to think we are the elegant carthorses.” There is a nucleus of women out there giving financial advice in the right way, without egos and still running their families. They do not need to act like men. I am working towards chartered status. I have a loyal list of clients and I pay my paraplanners out of my own money, training them to become advisers. I may not be the highest producer and full of self-promotion but I am a good producer with clients that trust me.”

The Money Portal group head of distribution Alan Easter says: “This industry is full of egos so it is nice to see there is a caring side out there.”

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