We're building a home for female financial advisers who want flexibility, meaningful work and colleagues who understand. Help us close the gender finance gap, one woman at a time.
of UK financial advisers are women
...yet women are part of around 60% of advised client relationships.
Source: FCA, Understanding the advice market: financial advice firms survey 2025, published April 2026
We started Welleness because too many women put off getting advice. They tell us it feels like it isn't for them, or that they'll be judged for what they don't know.
The answer is more advisers who understand the financial lives women actually lead, from career breaks and childcare to divorce, caring for parents and starting a business.
School hours, three days a week, evenings once the kids are in bed, or full-time.
You decide how much you take on, and you can change that as your life changes. We're working parents ourselves, so we built this to fit round real life, not the other way round.
If finding clients is the part of the job you'd happily hand over, we can help.
Women come to Welleness for a free financial health check and use Elle, our AI assistant, to make sense of their money. When they're ready for regulated advice, they come to you.
That means you see her picture before the first conversation. You start from what she's already shared, so the first meeting gets straight to what matters.
We're a young company, growing every month. You'll get a steady flow of introductions from Welleness, every one a woman who has chosen to be there, and you're free to bring your own clients too.
Financial health check complete. Strongest on living today, gaps in pension and protection.
Three workplace pensions from past jobs, never reviewed
No income protection since going part-time
Remortgage due next spring
"Should I combine my old pensions, and does it matter that I took two years out?"
Advice can be a lonely job, especially if you work for yourself.
At Welleness you're part of a group of female advisers who share cases, swap ideas and back each other up. We get together in person and catch up as a team online.
We're currently looking for self-employed advisers to join us. Don't see the right role? Get in touch anyway, as we'd still love to hear from you.
Flexible hours · Remote · Self-employed
Help women buy their first home, remortgage, or buy on their own after a separation, with an adviser who understands where they're coming from.
View roleFlexible hours · Remote · Self-employed
Give holistic advice across pensions, investments, protection and planning for later life, to women who often haven't had advice before.
View roleInterested in working with us, but not sure either role is right? Get in touch
I've worked in financial advice for over a decade. It's a rewarding career, but it can be hard to balance with everything else life throws at us. At Welleness I want to build a team where female advisers feel supported and valued, with the flexibility to shape a career that works for them. For me, it's about creating opportunities for women on both sides of the advice relationship.
Lizzie Goswamy
Head of Financial Planning, Welleness
Qualifications differ by role, so you'll find those on each role page.
You're a qualified mortgage or financial adviser
You care about making advice feel approachable, not intimidating
You want more flexibility than your current role gives you
You're happy working remotely
Our current open roles are self-employed. That gives you full control over your hours and how much work you take on. If you're interested in a different arrangement, get in touch and we'll talk it through.
You'll get a steady flow of introductions from Welleness, and you're free to bring and service your own client bank too. We're growing every month, and we'll talk you through current demand openly before you commit to anything.
Yes. You choose how much work you take on.
Of course. Get in touch and we'll keep you up to date as we grow.
Whether you're ready to move now or just curious, we'd love to hear from you. Tell us a little about yourself and we'll be in touch for an informal chat. If you're applying for one of our open roles, please say which one.
Get in touch