Siafra James DipPFS

Commander
DISC Type : D

Independent Financial Advisor at Her Wealth Planning

Redhill, England, United Kingdom

Overview

Siafra is a Top-Rated Independent Financial Advisor and founder of Her Wealth Planning, specializing in wealth creation for corporate women. After a long, successful career in global procurement at firms like BCG, she pivoted to financial planning. She holds a Diploma in Regulated Financial Planning and a degree from Swansea University.

Describing herself as an "unashamed feminist," Siafra is passionate about empowering women to take control of their financial futures. Outside of her professional life, she is an avid musician who plays the piano, sings in a show choir, and loves travel, fashion, and decluttering.

Unique fact: She is a member of a show choir and enjoys belting out songs from Les Misérables and other musicals.

Personality Overview

Strong-Willed

Risk-Taker

Candid & Clear

They like to stay in control of the negotiation or defining of the terms.  They put a lot of effort into ensuring personal success. They respond better to strong and respectful interactions.

Topics They Care About

Wealth for Women
Her entire professional focus is on providing financial advice and coaching to help women in corporate environments achieve financial freedom and grow their wealth.
Female Empowerment
A self-described "unashamed feminist," she is dedicated to helping women lead their own financial outcomes and provides talks to female leaders on the topic.
Career Pivots
She made a significant career change from a Global Director in corporate procurement to founding her own financial advisory, a journey she shares with her clients.

Media Appearances

Siafra James | Women's Wealth (Mentor Profile). Featured in Women's Wealth

See Now

Work History

10-2025
Independent Financial Advisor at Her Wealth Planning
10-2022
Independent Financial Advisor at Women's Wealth
5-2021
Global Procurement & Supplier Governance Director at The Boston Consulting Group (BCG)
Head of Cost Management, Facilities & Procurement at NewDay
Managing Director at Shake Business Solutions, Boutique Transformation Company

Education

1990 - 1994
1st Class from Swansea University / Prifysgol Abertawe
1983 - 1990
Education details unavailable from Nonsuch High School

More Information

Social Presence :

Prographics :

Exp : 3 Location : Redhill, England, United Kingdom Job Level : Mid-senior Designation : Independent Financial Advisor at Her Wealth Planning
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Insights For Selling To Siafra

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Siafra is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Siafra

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Siafra move?

  • If convinced, they can reach decisions quite fast.
  • Can Siafra take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Siafra

Personality Compatibility


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