Client Stories

 

Gwenn

Age: 61, Going through divorce and anxious about her future.

“Mary helped me to gain a better understanding of my financial matters in a way which was very straight forward and easy to understand. Her service really takes into account the specific needs of the person she is working with. Her completely bespoke, personal approach, made me feel as though I was truly being listened to – I felt safe and supported and I knew that Mary was not only by my side but always on my side.”

– Gwenn

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What prompted you to have a meeting with me?

I was going through a divorce and I was quite anxious about my financial future. I had no clear idea of where I stood. I didn’t know what information I needed or how to get hold of that information.  I was in a real quandary and found the situation really challenging. I was desperate for some peace of mind about my finances, since the worry and uncertainty were keeping me awake at night.

How did you feel at our first meeting?

At the meeting I was very upset and emotional since I just didn’t know what my finances looked like. However, you were very empathetic and put me at ease. Prior to the meeting I was concerned about how I’d feel about my lack of financial understanding but you treated me with understanding and made me feel comfortable and safe.

I left that meeting feeling much more confident and it set my mind at ease. You were very easy to talk to.

I left that meeting feeling much more confident and it set my mind at ease. You were very easy to take to.

What difference has our working together made to you?

I now feel much more secure, and financially sound. I know I can retire in 1 year if I wish. It is such a total weight off my mind.

Sheila

Age: 56, had been divorced for a number of years and now felt it was time to take control of future planning.

“I’m the kind of person who wants everything explained to them, so that I can understand why I’m being advised to take a particular course of action. Mary was patient enough to do that every step of the way – and was able to explain complex financial matters in a simple way without making me feel self-conscious or stupid. She has given me insight, clarity and confidence about my financial future.” Sheila

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What prompted you to have a meeting with me?

I’d tried to teach myself about financial planning but realised I didn’t have the time, knowledge or skills to make confident informed decisions. I knew I needed to take positive steps to guarantee my financial future into my later years.

How did you feel at our first meeting?

Initially I felt nervous due to my lack of knowledge plus I’d had a bad experience with a male financial advisor’s attitude in the past. However, I was delighted that you treated me as an adult and explained everything in such a clear and straightforward manner. I didn’t want to be given advice without understanding the reasons behind the advice so your approach really suited me.

I was encouraged that you asked specific questions about my circumstances. It made me realise this was going to be a financial plan tailored to me and my situation rather than something generic.

You addressed my concerns and helped me identify the shortfalls I needed to turn around, to create the lifestyle I wanted.

What difference has our working together made to you?

The discussions we’ve had have given me insight and clarity, and as a result I’m much more confident about my financial future. Reviewing your report was both surprising and immensely reassuring – I could never have worked that all out on my own.

You challenged me enough during our meetings to clarify some things I want to do in later years. So, I now have solid ideas to plan for, rather than a few vague notions.

I would even go so far as to describe our work together as ‘liberating’ – it’s given me permission to enjoy what I do have, knowing I can spend within my budget and still have enough for the lifestyle I want, for the rest of my life.

Lynne

Age: 55, going through a very acrimonious divorce and feeling totally overwhelmed and frightened.

“When I met Mary I was going through the emotional trauma of divorce and surrounded by a sea of paperwork. I was confused, stressed, worried and unable to even think about my financial future.  Mary helped me to develop a financial plan that made sense to me; she reassured me and allayed my fears and concerns and gave me back some feeling of control over my life. I am forever grateful.” Lynne
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What prompted you to have a meeting with me?

I felt totally overwhelmed about the finances after my divorce and was very frightened.

I was surrounded by people giving anecdotal advice and didn’t really know where to turn.

How did you feel at our first meeting?

I came into the meeting very concerned about my financial future. Everyone I’d spoken to about my fears had made some form of emotional comment and given me a lot of conflicting advice.

But once you’d looked at everything and analysed it you said “you’re actually going to be all right”. That was so reassuring. Your comment was reliable since it was analytical and wasn’t coloured by emotion.

It was such a huge weight off my mind. I loved the reassurance that I was OK.

I appreciated that your fees were fixed so that I could call you and discuss my concerns without worrying about increasing costs.

What difference has our working together made to you?

I have a much clearer idea of what I can afford to spend each month and know that I don’t have to panic about selling the house.

The work we’ve done has provided a framework for both the long and short term – and provided I keep within the guidelines we agreed, I know that I’m OK financially. It makes having a future possible when there’s a framework to follow.

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