Janet: Am I looking after my money in the best way?

The Challenges Janet Brought To Me

  • Janet had just come out of an acrimonious divorce, and was living with her new partner
  • Each of them had children from their first marriages
  • She had no idea whether their existing pensions and investments were suitable for their circumstances
  • What she wanted to know was, “Are we looking after our money in the best way?”
  • And if not, what should we do?


What Janet Wanted Most:

  • She wanted peace of mind that the remaining partner and children would be adequately provided for if one were to die or be unable to work
  • She wanted confidence that their existing pensions and investment plans would allow them to retire at their chosen age
  • And that they could afford to lead the life they wanted in retirement.


The Steps We Took Together

  • We recommended insurance policies to address the financial problems should either of them die or suffer illness.
  • We made recommendations for the pensions and investments to bring them into line with what they wanted to achieve
  • We calculated how much they needed to pay into their pensions to achieve the income they wanted at retirement


The Results For Janet

  • “I now have peace of mind the family is provided for in a worst case scenario”
  • “I know we are now working towards a financial plan that will allow us to enjoy retirement”

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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