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Monthly Archives: August 2016

Trusts – Tell Me The Basics!!

18th August 2016
My last blog talked about trusts and writing your life insurance polices into trust. I was really surprised to see how many people got in touch with me via the website to ask questions -which was great! So I thought that this week I would let ... READ MORE >

Trust Funds – Are They Just For Rich Kids?

9th August 2016
Trusts are usually thought of as something for the wealthy and those with a silver spoon in their mouth. However, regardless of the amount of money being paid into a trust their main advantage is that it allows the person that sets up the trust t... READ MORE >

How Should I Save For My Children’s Future?

2nd August 2016
This is always at the top of my client’s agendas when they come to see me, however before you save for your children’s future, I believe it is important that you have your own money in order first. Here are the types of things that I would li... READ MORE >

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Did you know that ideally you should be saving at east half your age as a percentage of your salary towards your retirement i.e. if I earn £45,000 and I am 40, I need to save 20% of my £45,000 salary towards my retirement planning.

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Carey, London

If you want someone who knows her stuff inside out and can make it understandable in laymen’s terms, Lisa is your woman. Fast efficient, knowledgeable and most importantly understanding and friendly, Lisa is exceptionally talented at her job and a real must for anyone looking for a financial comment and content.

Clare O’Reilly

Miss Lolly – thank you for your email today. I cant tell you how much you helped me arrange our finances now we have 3 week old. I thought it would be a task that would take days but in Theo’s afternoon nap I sorted out his uni fees, my ISA & our life cover. Plus I am booked into see a solicitor to write a will. I am one organised Mummy!!

Zoe – Leeds

“Apart from really knowing her stuff Miss Lolly is a joy to deal with. She doesn’t baffle me with facts and figures when she gives advice, but makes it all accessible and achievable. Most of all what she’s given me is confidence”.

J, East Sussex

Thank you Miss Lolly – I am officially a grown up! I now have a budget plan, have started building my emergency cash lump sum and have joined my company pension scheme. My dad’s jaw hit the floor when I told him!

Sophie- Surrey.

“Thanks Miss Lolly – you are amazing!”

Ian, London.

I have never been one to plan for the future, but when Miss Lolly did a presentation at my work she encouraged me to set myself two long term goals. I decided there and then that by the time I was 30, I would have bought my first flat and would have found a new job with better prospects and salary to match. I turned 30 last May, and spent the evening glamming myself up for my party in my flat that I had purchased 3 months previously, and am about to begin an exciting new job in just under two weeks with a varied job spec and a pleasing pay increase. I genuinely believe that if I hadn’t sat down with Miss Lolly and wrote these goals down then I wouldn’t be about to embark on an exciting new phase of my life, but my problem now is trying to decide what to aim for next….

Faye Williams, London

“I attended the Miss Lolly workshop for women at Groupon aptly named “What you need to know about money.” We went through the basics of debt, budgeting, savings, pensions, property and investing. This workshop was extremely helpful in developing my understanding of my own personal finance in a simple, easy to understand and structured methods. In one session I went from being scared to address issues of debt and investing to feeling confident in my own ability to manage my finance.”

Olivia R, London

Miss Lolly’s advice has been extremely valuable and as a result, I have tidied all the various (and for the most part pretty worthless) bits and pieces of savings I had accumulated and I now have a definite plan for the future. Miss Lolly’s no nonsense, straightforward and very understanding approach makes her fantastic to work with. I feel now that I understand my position which is highly reassuring.”

Juliet C – West London
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