We are proud to have Mary Hemingway join Carisma Wills Limited as an IPW – Institute of Professional Willwriters Associate in the Scottish Borders region.
For the past 10 years, Mary has been helping individuals and families achieve their financial goals by providing holistic and independent financial advice. Mary prides herself on building trusted relationships with clients by applying a ‘down to earth’ approach, and many clients complement her ability to explain complex financial matters in plain terms, enabling them to make well informed decisions. Winning the Unbiased Financial Adviser of the Year Award for 2020, as voted for by her clients, Mary hopes this is the first award of many!
Mary says, “I’m delighted to join Carisma and offer Wills and Lasting Power of Attorney’s alongside my financial planning expertise. Arranging pensions, investments and other assets is great but all that planning can fall by the wayside without a suitable Will and Power of Attorney. Now I can truly offer a full, holistic and bespoke service to ensure your entire estate is taken care of in life and also after your death.”
You can find out more about Mary’s financial and estate planning services on her website: https://trulyifa.co.uk/mary-hemingway/
Welcome to the team! Glad to have you join us and to be able to help you support your clients.