Today we are delighted to speak to Lucy Taylor, Partner at Evelyn Partners and a Fellow of the Chartered Institute for Securities and Investment. She has 25 years' experience managing portfolios for private clients, pensions, charities and family trusts and was a finalist at the Women Investment Awards. Lucy is passionate about demystifying finance, particularly for women who still have to navigate their way through a financial universe often aimed at men. She empowers clients to make confident decisions and helps them achieve long-term goals. Her ultimate goal is to make people’s, especially women’s, financial futures more secure. And, like so many Dangerous Women, Lucy is expansive and shares her talents. Her investment interests extend into her personal life, where she is also a wife and mother of two school-age kids. Since 2010, she has been a Trustee and Investment Committee member for a Charity and is a specialist adviser to schools and educational charities regarding their bursary programmes. In this episode we cover so much, from women and their finances to women working in the financial sector. The need for the financial narrative to change when it comes to women, but not exclusively, and how trust, relationships, and vulnerability will help shift the rules of money and finance, which, let's face it, were carved by men. And, interestingly, how these qualities transcend the world of finance and are found in so many spaces created in a different time for a different dynamic. This Episode touches on so much, including: How bravery and danger are interlinked, but also need personalised safety nets (for Lucy spreadsheets and support)How we as women need to be more selfish, self-advocate more and put ourselves on our own to-do lists We need to communicate differently with women when engaging them with their finances, from the pace of meetings, to the stories we tell, the relationships we build, and the follow-ups delivered. This is a fundamental rewriting of the rulebookNaturally, women are better at engaging with finances, as we are more likely to be vulnerable, ask questions and seek answers (not know them)JAW DROP FACT - most women instigate divorce, and of those who do, 68% are perimenopausal! Women control 60% of wealth in the UK - they are a critical audience. Especially women often inherit twice (divorce and death).Discomfort doesn't equal danger; conquering fear is empoweringResearch shows that of 147 women who left the financial industry, 82% did so because of poor behaviourThe modern family, where women are the main breadwinner, and partners 100% support that: what this role-modelling teaches our childrenHow women manage being "too much" (or too anything) in the workplace, and how being 100% yourself is keyLINKS https://www.linkedin.com/in/lucytaylorinvestment/www.evelyn.comhttps://www.linkedin.com/in/sophy-norris/https://www.linkedin.com/showcase/the-dangerous-women-collectivehttps://www.linkedin.com/company/the-alligator-pi-agencyNatalie Abou-Alwan on Dangerous Women Podcast: https://open.spotify.com/episode/0fPDqqoIE6ytCOFUI9G8CI?si=8lpVlKMNQE6h08pYeZOhKwMaike Currie on Dangerous Women Podcast: https://open.spotify.com/episode/41ByV5OBOouGBtpko19B7Y?si=2-HOc24TRxeQFeE2GwxzfQ DISCLAIMERS The views expressed in this podcast are those of Lucy Taylor and are for general information purposes only. They do not constitute financial, investment, legal or tax advice and should not be relied upon when making financial decisions. Investments can fall as well as rise in value, and you may get back less than originally invested. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. '68% of women who initiate divorce are perimenopausal or menopausal' Sources: Family Law Menopause Project/Newson Health Research and Education survey, reported by The Independent and Sky News; Office for National Statistics divorce data and methodology. The precise 68% figure is a composite used in the podcast and is not reported as such in any single source. ‘60% of UK wealth will be in female hands’Source: Centre for Economic and Business Research projection, reported by Evelyn Partners and the Financial Times. The 60% figure was a projection for 2025 and should not be treated as an OECD statistic or as a verified current estimate.