Mary Waring

What were the circumstances that caused you to initially look for an adviser?

Divorce.

How has Mary Waring helped you?

She guided me through the process with kindness and charm.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

She couldn't have done anything better. All was effortless and smooth

What were the circumstances that caused you to initially look for an adviser?

I needed to sort out my financial, pension and retirement information. Mary Waring was recommended to me by someone who had worked with Mary. She spoke very highly of Mary.

How has Mary Waring helped you?

Mary helped me to gain a better understanding of my financial matters in a way which was very straight forward and easy to understand. She answered any questions and if she couldn't answer the questions at the time, she did what was necessary to find out the answer ASAP.

Have you seen the outcome you were hoping for?

Yes. I'm happy with the outcome and advice which I've received.

What could they have done better?

Mary Waring 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 Mary Waring is excellent in providing to her clients.

What were the circumstances that caused you to initially look for an adviser?

I wanted a female financial adviser to help me review my current pension arrangements & advise on best options regarding retirement.

How has Mary Waring helped you?

Mary's approach has been extremely practical - a detailed conversation to help clarify some short & long-term goals to work towards and a financial software package that demonstrates whether you have the funds to achieve your objectives. Mary's online book certainly helped lay the necessary groundwork, establishing a personal financial statement and household budget.

Have you seen the outcome you were hoping for?

The outcome has been more positive than anticipated. My retirement plans are now on track & I'm no longer anxious about the future. Having a professional of Mary's calibre guide me through the process & advise on a more suitable portfolio has been invaluable & I look forward to seeing how my income fares.

What could they have done better?

Mary was accessible & responded promptly to any questions I had so can't think of anything she could have done better.

What were the circumstances that caused you to initially look for an adviser?

Job change and worries about impact on pension. Aware of need to futureproif finances.

How has Mary Waring helped you?

Lots of great advice and supporting explanations..introduced idea of financial software..did review...Mary then used the info to offer advice. Particularly helpful on awkward teacher pension changes.

Have you seen the outcome you were hoping for?

Almost there!.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

need to make provision for a pension.

How has Mary Waring helped you?

Great advise re the options.

Have you seen the outcome you were hoping for?

yes.