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...
by Mary Waring | Sep 14, 2020 | Financial Planning
As we approach the six month anniversary since the UK first went into lockdown, I’m thinking about how different things are now, compared to how they were just six months ago. We’ve all had a different experience over the last six months. Some have loved the lack of...
by Mary Waring | Aug 6, 2020 | Financial Planning
Do you wish you had the ability to raise your financial queries with an expert? How many times have you spent hours searching the web, only to get conflicting information or information that maybe you’re not sure applies for your specific circumstances? A web...
