Download your checklist!
Send
Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals.
In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry – perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.
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
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.
In this episode of Zomi Wealthcast, our host is joined by Sarah Roughsedge, Founder of Eva Wealth, a multi-award-winning Chartered Financial Planner dedicated to transforming the way women experience wealth.
The conversation explores the evolving skills required in financial planning today. While traditional pathways have focused heavily on technical exams and textbook knowledge, Sarah highlights why emotional intelligence, people skills, and inclusive advice are just as essential for long-term success.
We discuss how financial advice for women has often been overlooked, why a more empathetic and client-centred approach is critical, and how early client-facing experience can shape the next generation of financial advisers.
From bridging the gender advice gap to building confidence in women’s wealth journeys, this episode is full of practical insights for both advisers and clients who want to see financial planning become more inclusive and effective.
• Why technical skills alone are not enough in modern financial planning
• How emotional intelligence builds stronger client relationships
• The importance of financial advice tailored to women’s unique needs
• Why early client-facing experience matters more than textbooks
• Sarah’s mission with Eva Wealth to empower women at every stage of their financial journey
Sarah Roughsedge is the Founder of Eva Wealth, a financial planning firm created for women by women. With a career dedicated to empowering clients through tailored wealth management, Sarah helps successful women align their finances with their values, goals, and preferred future.
A multi-award-winning Chartered Financial Planner, Sarah is passionate about closing the financial advice gap for women, transforming how they experience wealth, and ensuring they feel both supported and understood. Through Eva Wealth, she offers a safe, empathetic, and expert environment where women can gain financial confidence and clarity.
Know more about Zomi Wealth, how we invest, our plans and how to be a part of Zomi Wealth. Contact Us!