by Mary Waring | Oct 11, 2016 | Financial Planning, Real Stories
I recently spoke to one of my clients , let’s call her Grace, to ask what benefit she obtained from us working together. What prompted you to have a meeting with me? I was quite anxious about my financial future, and had no clear idea of where I stood. I didn’t...
by Mary Waring | Jul 15, 2016 | Financial Planning, Real Stories
I had a meeting with a lovely client recently. Let’s call her Janet. Janet and her husband (let’s call him James) had received a large cash sum following the sale of their business. They needed advice as to how best to invest their money. However, what they needed...
by Mary Waring | Jul 30, 2014 | Divorce myths, Real Stories
The previous blog “How is the value of my pension share calculated?” highlighted the process to be followed in calculating the amount of funds to be transferred on implementation of a pension share. If there is a significant fall in the stock market from the date of...
