After 8 years in her profession, the financial adviser behind Miss Lolly realised that most households, no matter what their income, face very similar dilemmas when it comes to money. Everyone wants the “good night’s sleep” that comes with knowing that everything is on track but very few actually take action and put a plan in place and seek good, regular advice. The main barrier is fear! Fear of not understanding, fear of not having enough money and most importantly fear of opening your eyes to the current financial situation.
“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 some of the advice that I give them.”
By day Miss Lolly is a financial adviser at a wealth management firm in the City of London. She is a Chartered Independent 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. Miss Lolly is also a member of MENSA – the high IQ Society with an IQ of 148. In her spare time, Miss Lolly enjoys socialising with her friends, trying out new restaurants, keeping fit and playing Sudoku. She lives in South West London with her husband and is the proud mum of Baby Lolly and expecting her second in the summer.