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What does it mean to be an SOTM Ambassador ?

Not only are these ladies and gents quick witted, cool and calm they are the absolute experts at what they do and share the same mission as us to help ladies take control of their financial futures.

What you see before you are the cream of the crop!

Ladies Personal Finance Experts

Naomi Greatorex

Insurance
London

Following a successful, multi award winning, career spanning over a decade, working at a senior level for some of the largest UK insurers, Naomi now works in the Insurance division at LDNfinance. Naomi has a keen attention to detail, supporting clients by offering them well researched options, based on a thorough understanding of their current situation. A member of the Women In Protection Industry group, Naomi has a consultative approach to her clients, looking to create long-lasting relationships through face-to-face interactions.

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Ladies Personal Finance Experts

Lisa Conway Hughes

Financial Advisor
London

Lisa Conway-Hughes is a qualified Financial Advisor with fifteen years’ experience at WestMinister Wealth Management She also blogs and speaks publicly on financial issues. Lisa is a Chartered Financial Planner, Independent Financial Advisor and a Fellow of the Personal Finance Society (PFS) – the highest qualification a financial advisor can hold. There are currently only 1300 Fellows of the PFS in the UK. Lisa holds advanced qualifications with the CII in Personal Tax and Trust Planning, Business Financial Planning, Pension Planning, Investment Planning and The Financial Planning Process. To date, she has appeared in the Guardian, Financial Times, Telegraph, Independent, Glamour and Citywire as well as on BBC News, discussing subjects such as The Budget. She also co-hosts the ‘She’s On The Money’ with our Founder Molly Benjamin and they are launching a course in early 2020 together.

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Ladies Personal Finance Experts

Rebecca Tunstall

Investment manager
London

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities at Rathbone Brothers She is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. She loves to empower and educate women around investing and we think she is just brilliant!

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Taisha Betz

Independent Financial Planner
Buckinghamshire

Taisha is an independent financial planner working with Continuum Wealth, based in Marlow, Buckinghamshire.  Taisha retrained as a financial adviser after a sales career in technology companies as she found it was more interesting to help her team with their finances! Her focus is ensuring her clients have strong financial plans and investment strategies in place.  With whole of market advice across a wide range of areas, Taisha has a focus on pensions, ISAs and early stage investing through venture capital trusts.  Continuum Wealth can provide an ESG investing portfolio (investing with an ethical approach).  She is a member of the CII and Personal Finance Society, supporting the Education in Schools program as an Education Ambassador.

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Georgina Fry

Chartered Financial Planner
London

Georgina is a Chartered Financial Planner offering holistic financial advice to high net worth professionals and entrepreneurs. She is extremely driven and has successfully managed to position herself as the lead financial adviser for successful female entrepreneurs and businesswomen, with strong client-centric values focusing primarily on maintaining and establishing new client relationships.

She works hard to help all of her clients to develop a personal financial planning strategy to meet their personal goals and achieve financial independence. This can start from the very basics – what can you do right now – to more sophisticated financial planning, looking at reliefs, investment vehicles, and estate planning to ensure their money works harder for them.

She founded and chairs the ‘Women in Wealth’ group within Saunderson House which aims to identify and breakdown the barriers that women face when it comes to investing, leading to financial independence.

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