International Women’s Day is one of the largest employee engagement events in the world today. Many leaders, employees, customers, students, and community stakeholders worldwide seek to live in a world where women, are treated equally, enjoy opportunities of leadership, and can receive equal rights, opportunities, and access.
As a people focused organisation and an employer of several women in key roles, Carbon is using the opportunity of International Women’s Day 2022 to celebrate the achievements of our team, showcase their talents and help #breakthebias in the finance industry.
In this edition of our International Women’s Day series, we speak to Financial Planner, Polly Reaves, about her role, her achievements and inspiration.
What does your role involve?
I’m a financial planner with Carbon and my main role is working with our clients to really understand what is important to them, what their concerns are, and what they want to achieve, and using this information to develop an appropriate, straightforward plan to ensure that they can live the lifestyle they want to live.
What do you enjoy about your job?
It's rewarding to see our clients be able to turn their dreams into a reality. I love working with people to make positive changes to their lives, such as removing uncertainty and providing peace of mind. The people focused approach that Carbon use in our methodology suits my personality too. It’s not all spreadsheets and data, it’s about relationships, understanding and coaching.
Can you tell us about something you are particularly proud of?
I trained as an accountant after university and once I had qualified, I was unsure if this was the right career path for me, so I decided to explore other options. Making this decision was pretty daunting, and I kept asking myself if it was the right thing to do as I had to start over again, learn a new job, and undertake more exams but I’m proud of myself for having the courage to go for it as it has paid off!
Tell us about a woman you know who inspires you
It is difficult to choose one particular person! I am very fortunate to have a close group of female friends, and my mum, who are empowering, supportive and compassionate which are traits I really value, and they inspire me every day to be the best person I can be.
How did you get into the financial planning industry?
It was after I had already decided on a career on accountancy, I decided to make the switch as I wanted to combine my financial expertise with my passion for helping others so financial planning seemed like the ideal option.
Why would you encourage other women to join the industry?
I would encourage other women to explore careers in this industry as it combines so many different skills into the one job role which allows for diverse, passionate, and intelligent individuals to be created, no matter their gender. In the past, there has perhaps been a perception that the industry was male dominated, but I certainly don’t see this being the case going forward, and Carbon specifically is very diverse. It’s a very varied career, and yes, it’s challenging, but so rewarding knowing you can make a positive difference to people’s lives.
We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.
Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2022
Site designed and developed by Art Department