by Mary Waring | May 19, 2021 | Financial Planning
Do you ever feel like you’re invisible? I don’t mean in the fun Harry Potter, Invisibility Cloak type of invisibility. (By the way, wouldn’t that be the best fun ever!). I mean the women who feel that they reach a certain age and then society begins to...
by Mary Waring | May 14, 2021 | Financial Planning
Is ignorance bliss? I remember the first time I had to give unwelcome news to a client. She was a doctor in her late 50s and had come to take financial advice because she planned to retire at 60 and wanted to check what income she would be able to draw. At that first...
by Mary Waring | May 12, 2021 | Financial Planning
Do you know how much money you need to save for your retirement and future need? Well, you could be asking yourself the wrong question. This is the equivalent of asking “I want to buy a new car. How much will it cost?” If you’re looking for a basic, small 2 door...
by Mary Waring | May 12, 2021 | Financial Planning
Money can’t buy you love Money can’t buy you love, or so the Beatles reliably informed us in the 1960s. But does that mean money is of limited use? There are many things we need money for, from basic security and food to some of the finer things in life. But how...
by Mary Waring | May 6, 2021 | Financial Planning
It’s not how much money you have that’s relevant, but whether you feel rich. It’s not all about work. Yesterday I had a marvellous afternoon spa day at the beautiful Pennyhill Park. It was exactly what I needed to recharge my batteries after 3 months of yet...
by Mary Waring | May 6, 2021 | Financial Planning
It’s not how much money you have that’s relevant, but whether you feel rich. It’s not how much money you have that’s relevant, but whether you feel rich. I love this quote from Coco Chanel since it encompasses everything I think about money. Abundance is the term I...
by Mary Waring | Dec 19, 2020 | Financial Planning
There’s more to life and money than handbags and shoes. Question from a client: “I’ve had this Inheritance and I’m wondering whether to use it to pay off my mortgage or whether to invest it” Such a sensible question. It shows she understands her...
by Mary Waring | Dec 19, 2020 | Financial Planning
Does your financial adviser understand your needs and values? Does the work you do with your adviser centre purely around your money or is it so much more encompassing than that? When my client and I work together it’s really important to me that I’m working...
by Mary Waring | Nov 20, 2020 | Financial Planning
How empowered do you feel right now…both economically and financially? Lockdown influences everyone. For some there is a real concern about their earning capacity and concern about how safe their income is. For others they have more money than normal due to cutting...
by Mary Waring | Sep 30, 2020 | Financial Planning
Taking control of your financial future In my last article, “What would you do if you knew you could afford it?” I explored how the experience of living through this pandemic over the last 6 months has prompted a number of us to reassess our lives and priorities. In...
