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Women Like Us

Meet the Women Behind WLU

Discover the experienced advisers behind Women Like Us, a network built to empower and support women with financial guidance and practical solutions tailored to their unique needs.

At the heart of Women Like Us (WLU) are the dedicated female financial advisers who empower women around the world to take control of their financial futures. With years of expertise and a shared commitment to supporting women through all stages of life - our team is here to provide tailored advice, practical solutions, and a supportive community. Meet the inspiring professionals who are driving change and fostering financial independence for women everywhere.

Umarrah Shafiq

Chartered Financial Planner (UAE)

With over eight years of experience, Umarrah is a Chartered Wealth Planner dedicated to helping individuals and families achieve their financial goals. She has held key roles at Mazars, RBC Brewin Dolphin, and Prudential, gaining broad expertise across financial disciplines. Her Psychology degree from Heriot-Watt University informs her empathetic approach, ensuring she understands her clients’ unique needs.

At Skybound Wealth Management, Umarrah champions the “Women Like Us” brand, empowering women to gain financial independence and confidence. Her mission is to provide steadfast support, whether clients are navigating complex financial challenges or planning for their future.

“Understanding my clients' unique journeys is at the heart of my work. Together, we can transform financial challenges into opportunities for growth and empowerment.”

Rhiannon Bagshaw

Financial Planner (UAE)

With over 15 years of experience, Rhiannon is an FCA-qualified wealth planner dedicated to helping clients achieve financial clarity and confidence. Trained in the UK and a Chartered Insurance Institute (CII) member, she brings expertise and a personal touch to her work.

A key figure in the firm’s “Women Like Us” initiative, Rhiannon empowers women to take control of their financial futures. Her holistic approach covers savings, investments, pensions, estate planning, and more. Known for building strong relationships, Rhiannon is a trusted partner, committed to supporting her clients’ financial well-being.

“Empowering women to thrive financially is my mission. Together, we can build a confident and secure future.”

Carla Smart

Chartered Financial Planner (Switzerland) & Group Head of Pensions

Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries.

Although equipped to deal with all aspects of financial planning, her primary area of expertise is pension planning. In addition to advising her own clients, Carla heads up Skybound Wealth Management’s Pension Services division providing ongoing training and support to all Skybound regional offices.

Widely known for being an extremely conscientious adviser, she prides herself on her first-rate quality of service and up to date knowledge. She has completed numerous UK and International qualifications including the Level 6 Advanced Diploma in Financial Planning. Following the completion of this diploma, she was awarded the title of Chartered Financial Planner. In addition to this, Carla holds the Advanced Certificate through CySEC so is fully qualified to provide advice to clients resident in Europe. She also completed her Series 65 qualification enabling her to advise US residents and US connected individuals.

Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.

Taylor Condon

Senior Financial Planner

Taylor Condon is a seasoned financial planner at Skybound Wealth Management, bringing a wealth of knowledge and expertise to her role. With over nine years of experience in the financial sector, Taylor has a proven track record in helping individuals and families organize their finances to achieve their future goals.

Taylor's career began at a prominent UK national building society, where she gained extensive experience in UK-based financial planning. During her tenure, she obtained the prestigious Level 4 Diploma for Financial Advisors (DipFA) from the London Institute of Banking and Finance, demonstrating her commitment to professional excellence.

In 2018, Taylor relocated to Switzerland, where she continued to prioritise her professional growth. She has earned advanced certifications, including the CySEC Advanced (MIFID EU) and IDD qualifications through the Insurance Institute of Cyprus. She is currently pursuing the esteemed Level 7 qualification with the Chartered Institute of Securities and Investments, further enhancing her ability to provide comprehensive financial planning advice.

As Skybound Wealth expands its presence within the EU, Taylor has taken up the role of Head of Investment– Cyprus and also sits on the Groups Investment Committee alongside our Chief Investment Officer and Strategists.

In addition to her roles at Skybound Wealth, Taylor is an active leader in the Women Like Us Network, a supportive community for professional female expatriates. Having worked in male-dominated industries, Taylor knows the importance of finding a supportive network. The Women Like Us Network focuses on empowering women through networking, professional development, and social events. Taylor loves being part of this vibrant community and is passionate about helping other expatriates thrive.

Taylor's extensive qualifications and hands-on experience enable her to develop and implement customized financial plans tailored to her clients' long-term ambitions and future lifestyles.

Fiona Neill

Senior Financial Planner (UK)

Fiona is a distinguished member of the CharteredInsurance Institute (CII) and a Level 4 Qualified Adviser to UK standards (DipPFS), as well as a certified US Investment Advisor. With 14 years of industry experience, she brings a wealth ofexpertise and insight to her role.

Fiona’s career has taken her across the globe, spending 8 years working in financial hubs such as Paris, Geneva, Zurich, and New York. In 2018, she returned to the UK to lead the UK division of Skybound Wealth, where she continues to drive success with her global perspective and deep industry knowledge.

Drawing on her extensive experience, Fiona works closely with clients to craft and implement comprehensive financial plans that align with their long-term goals. Her commitment is to ensure that your future lifestyle is not only protected but also thrives, turning your ambitions into a secure reality.

Rachel Disney

Associate Advisor (UK)

Rachel is a qualified financial adviser with a CII Level 4 Diploma in Regulated Financial Planning. Her expertise spans a wide range of financial solutions, including investments, pensions and insurances. Additionally, she holds specialised qualifications in mortgage advice and equity release, ensuring she can provide comprehensive and tailored advice across various financial scenarios.

With a unique understanding of the financial services sector, shaped by diverse support roles across the industry, Rachel is well-positioned to deliver holistic financial solutions. Her background in legal support, particularly in Wills & Probate and Trust Administration, further enriches her ability to cater to each client’s specific needs.

In addition to her expertise in the UK markets, Rachel possesses a sound understanding of international investments. She has successfully assisted clients in navigating the complexities of transitioning back to the UK, particularly those with globally focused portfolios. Whether they are lifelong UK residents or managing non-UK based investments from time spent living and working abroad, she is committed to working with them to assess their financial needs and develop a strategic plan for their future.

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For expert financial advice tailored to women, by women, along with corporate and personal well-being workshops, get in touch with us today!

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