Wealth Compass Review
Many of us feel bamboozled when faced with life-changing decisions, such as reducing our working hours and as a result reducing our income.
That’s why I created my unique Wealth Compass, a review designed to provide the clarity you need to make informed financial decisions, to know where you should or shouldn’t compromise. It is a critical tool in helping you to make choices which work for you.
To understand more about this tool, read this case study about my client Sally who was keen to step back from her business, but didn’t know if she could afford to do so, and how I worked with her to help her understand what choices were available to her.
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