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 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 was 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. You made me feel very comfortable and safe.
Prior to the meeting I was concerned about how I’d feel about my lack of financial understanding. However, even though I’m not financially savvy you treated me with empathy and acknowledged that I did have a brain!
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.
Any final words:
“If you’re worrying about your money, do find someone you can work with. Don’t let it take its toll on you emotionally and physically.
Mary has helped me to gain a better understanding of my financial matters in a way which was very straight forward and easy to understand.
She provides a service which really takes into mind the person she is working with. The personal approach, making sure that a person feels that they are being listened to is something that she is excellent in providing to her clients.”
If you are experiencing concern about your finances please do email me at firstname.lastname@example.org or call me on 01932 698150. We can discuss what your concerns and issues are and what help you need to ensure you feel more secure and financially sound, and as a result can have a great night’s sleep!