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Author Miss Lolly

Miss Lolly

Miss Lolly

Financial Adviser

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 two children.

Protecting income

Should Protecting My Income Be A Financial Priority?

Miss Lolly
27 August, 2018
Education, Expert, Features, Living, Mum, Parenting, Self Care
What would be your (honest) answer to the question “how long could you live off your savings/partners earnings if you no longer had an income?”
Self employed and screwed

Self Employed & Screwed! Tax Advice for The Self Employed Mama

Miss Lolly
25 July, 2018
Expert, Mum, Parenting, Self Care
Entrepreneurs are notorious for putting their business first whilst forgetting about their personal financial goals and the bigger picture. What happens to them if they cant work due to illness – is there an income protection policy in place? What about when they come to retire?
Grandparents finance

Silver Spoon? How to Help Grandchildren Financially

Miss Lolly
27 May, 2018
Kids, Parenting
Did you know that if you save £3,600 gross per annum into a pension for a new-born until they were 18 and then left it to grow? At 60 they could have a pot of nearly £800,000! 
cohabiting

Are You In A Relationship But Not Married? You Need to Know This.

Miss Lolly
25 April, 2018
Expert
Over 3 million couples are living together in the UK but aren’t married. My clients are often surprised that there is no automatic financial protection if things go wrong.
Bank of mum and dad

Are You Destined To Become The Bank of Mum & Dad?

Miss Lolly
28 March, 2018
Expert, Kids, Living, Parenting
Halifax recently found that 25% of 18-34 year olds are relying on an inheritance to get on the property ladder. With increasing care costs, I feel there could be a lot of disappointed 18-34 year olds out there.
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