Mary Waring FCA FPFS – Wealth for Women – Chartered Financial Planner
Mary specialises in advice to women and particularly women going through a divorce. She provides practical, down to earth, jargon free advice. Her strapline is “A man is not a financial plan” since she firmly believes that all women, whether married, single or divorced need to take financial responsibility.
Mary can help
- Pre divorce: discussing your financial situation, your goals and objectives, and what it is ideally you would like to achieve.
- Divorce negotiations: advising on the various options recommended by your solicitor and helping you understand what they mean for you in plain English.
- Post divorce: implementing a pension sharing order or advising you on how to invest a divorce settlement.
Mary will then continue to work with you on an ongoing basis to help you plan for your future.
Author of “The Wealthy Woman: A Man is Not a Financial Plan”
Contact Mary Waring: Tel: 07801 964949 – email: mary@wealth-for-women.co.uk – www.wealth-for-women.co.uk
Brewin Dolphin – Financial Planning and Wealth Advisory
Carla Morris – Wealth Director : Katie Waite – Investment Manager
1762 from Brewin Dolphin offers a range of wealth advisory services to private clients. The personal relationship is of utmost importance to us and we pride ourselves on truly understanding a client’s individual financial goals and aspirations in order to assist them and advise them on the best path to wealth accumulation and retention.
Carla and Katie can provide advice on financial planning, tax structuring, investment management and work closely with other professionals such as solicitors and accountants in order to provide a truly holistic approach for their clients. We also act as facilitator and coordinator of trusted advisers on a whole raft of specialist wealth related areas including philanthropy, art, antiques, wine and classic cars.
Areas covered include:
- Pensions, retirement planning, pension sharing orders.
- Advice during divorce proceedings. We assist throughout proceedings, from negotiation to settlement.
- Tax efficient investments including Venture Capital Trusts and Enterprise Investment Schemes
- Protection and insurance products
- Income and cash-flow forecasting
Carla Morris, Wealth Adviser – Tel: 020 3201 2890– email: Carla.morris@brewin.co.uk
Katie Waite, Investment Manager – Tel: 020 3201 3121 – email: katie.waite@brewin.co.uk –
Jonathan Drysch FPFS – Killik & Co. Wealth Planning
Jonathan is Fellow of the Personal Finance Society (FPFS), a Chartered Financial Planner and Associate Financial Planning Director of Killik & Co. He enjoys working with individuals and families to understand their current financial position, lifetime goals, and then develop tailored solutions alongside investment to help achieve each objective. He also has a keen focus on helping entrepreneurs and business owners maximise their reward for years of hard work, working alongside other specialists to facilitate and coordinate all aspects of their financial affairs. Jonathan also previously worked in Killik & Co’s Dubai office where he built up his knowledge of the offshore financial services industry whilst assisting non-UK resident clients. Outside of work Jonathan particularly enjoys travelling, cycling and raising money for worthwhile causes.
Contact Jonathan Drysch: Tel: 020 7337 0724 Email: jonathan.drysch@killik.com www.killik.com