After 8 years as a financial adviser, I realised that most households, no matter what their income, face very similar dilemmas when it comes to money. The motivation to set up Miss Lolly came when I fell pregnant and started to think more seriously about my own financial future. I realised how lucky I am to have the knowledge and tools to put in place everything I need to ensure that my new family will be financially secure. I also noticed that a few hints and tips are all most clients need to restore their confidence to tackle their day to day finances by themselves. When helping clients with their financial foundations, I was being asked very similar questions, so thought it would be useful to share how I help them.
By day I work at a wealth management firm in the City of London. I am a Chartered Financial Adviser and also a Fellow of the Personal Finance Society (PFS). This is the highest qualification a financial adviser can hold and less than 2% of PFS members have reached this. I am also a member of MENSA – the high IQ Society with an IQ of 148. In my spare time, I enjoy socialising with my friends, trying out new restaurants, keeping fit and playing Sudoku. I live in South West London and I am the proud mum of Baby Lolly and Lollypop.