Financial Concierge Service
This service is for you if you want an expert, professional, trusted adviser to work very closely alongside you to look after all your financial affairs.
This is a high touch service and will involve detailed meetings each month.
The service is provided under my brand Mary Waring Associates.
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I was lost in a minefield of options, and rather ignorant of how the financial world works. Mary was invaluable with advice on what to do, explaining things, so that I understood fully what would happen to my money and investments. Mary was understanding and did not make me feel inadequate needing help. I now feel secure and my mind is put at rest with Mary’s expertise
- Ruth Dellow
Mary listened to what I wanted. I did not once feel overwhelmed with financial jargon or pressurised to go in a direction I did not want to. Mary has high integrity and strives to do her best for her clients because she actually cares about them.
- Caroline Crowhurst
Mary’s advice is so down to earth and straight forward that I feel I am at last getting to grips with my finances. She explains everything without technical jargon and I always know I can ask any question without feeling it’s a foolish question. Her service is absolutely amazing.
- Dr Diane Keith