Clients Say...

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

Quite simply, Mary cares.   Daire McGovern

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

I warmed to Mary immediately. She was thoughtful and considerate, yet direct and professional. I would highly recommend Mary, who continues to be on-hand to discuss or indeed clarify any queries I may have. Thanks so much Mary! Jodie Bennet-Stern

Thanks to Mary, it was a weight off my mind and no more worries about my money running out in the future. Thanks for being there for me Veronique Fitzgerald

Mary is professional, approachable and objective. She has managed to help me get up to date with my financial plan, without jargon. Mary is a great asset, and I’m grateful to have her as my financial advisor. Angela Yates

Mary was recommended to me by my solicitor to deal with my pension share. She very quickly identified an error in the pension sharing report. As a result the figures were then recalculated and I received a larger share. Had I not used Mary who is an expert in this area, I can’t be sure the error would have been spotted . Renata Dzilinska 

Mary is helpful, reassuring and sympathetic. Annette Todd

Mary provided the helping hand I needed regarding advice on a pension share I received as part of my divorce settlement.  I was very nervous of the whole situation but she dealt with the issue so calmly and professionally  that she made the whole process very stress free. Mrs G, London

Mary is efficient, reliable and I would highly recommend her. Mary Fisher

Mary is extremely pleasant to talk with and very good at explaining financial concepts. Lisa Davison

I love Mary’s approach. Having always been baffled by those annual pension statements and their lists of funds and so on I was delighted to find her. She clearly understands the value of offering “proper” customer service. I would thoroughly recommend her services, she is extremely professional and a lovely lady to do business with Linda Hopkins

Mary made things easy to understand, but did not talk down to me. Susan Levitt

If you wish to discuss working together, please contact me.

7 mistakes women make when getting divorced ...and how to avoid them

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

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