A maths thing, a money thing or a people thing?
Charlotte Wheeler, senior wealth manager at JPMorgan PI, and a member of the Chartered Insurance Institute’s New Generation Programme, told Tea with the FTA about her pathway into the profession.She said her experience had been extremely positive, and the women she knows in the profession talk about how they are “helping people and empowering people” with such excitement.But, she said: “There is so much more we can do to help drive more women into financial services.“In my role, a lot of female customers ask specifically for a woman.“The stat [from the FCA] says around 18 to 19 per cent of…
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