Spotlight On: Mandy Avery
Throughout the year we are going to be regularly speaking to one of our valued clients to find out more about them and how KDW has helped them with their financial planning.
In our inaugural post we caught up with Mandy Avery, owner of the ‘The Physiotherapy Clinic WGC’ and ‘La Maison Anglaise’ which is a collection of luxury holiday apartments in the Dordogne region. Mandy has been a client of KDW’s for over 25 years.
How did you become a client of KDW?
Around 25 years ago my husband and I were looking for some advice on pension planning. We asked our accountant for some advice and they referred us to KDW.
I remember being thoroughly impressed at my first meeting by the friendliness of my adviser and their level of knowledge. We both felt immediately reassured that we could trust them with our finances.
How have KDW helped you with your financial planning?
Although we had initially got in touch with KDW for pension advice as we got to know our adviser more and built up a relationship with them we felt that they were genuinely interested in our goals and ambitions, so before long we were discussing all areas of financial management. In the past 10 years particularly the advice we have received has centred on adapting our finances which has allowed us to maintain a comfortable lifestyle.
Previously we had tried to take on all of our financial planning ourselves, however not being experts in financial services we were often not making the best decisions with our finances. Our adviser pointed out that if he was worried about an injury he would visit a physiotherapist for treatment. So why were we trying to work everything out ourselves when I could call on the experience of someone or a whole team who have worked in the financial sector for many years and are experts in their field?
Over the years our adviser at KDW has regularly assessed our investments ensuring they are performing and when necessary arranged our mortgages. We have also received advice us on how best to invest our money for projects we were planning for the future and our retirement.
Their advice has given us the confidence to take a few risks over the years however we have never felt pressured to invest or purchase a policy that is not right for us.
Ultimately the advice we have received from KDW has allowed us to confidently make major life changes. In particular the investment advice we received from KDW meant that we were able to see our dream, of owning a holiday home in the South of France, become a reality.
Would you recommend KDW to friends or family?
Yes, most definitely! We have actually already recommended many friends and family members to speak to KDW for any financial planning needs. I also have recommended several clients of mine from my physiotherapy clinic when they have mentioned they are looking for a mortgage or advice on a pension. They have all appreciated a personal recommendation, as it can be hard to know who to trust with your finances.
You‘ve mentioned your holiday home and physiotherapy clinic, tell us a bit more about them?
After visiting Monpazier, in the Dordogne region, we quickly fell in love with the beautiful village with its quaint shops & restaurants, cobbled streets and medieval buildings. It became a dream of ours to own a property there.
So we were delighted when two years ago we were able to purchase La Maison Anglaise, an elegant building which is centrally located in the historic bastide of Monpazier. Within the building there are two luxury apartments which sleep 2 and 4 people respectively. Throughout the summer months we let out these apartments. If you are interested in finding out more about Monpazier or our apartments there please visit our website.
I have been running The Physiotherapy Clinic WGC since 1990; there I manage an experienced team of 8 chartered physiotherapists as well as an acupuncturist, a sports therapist and hydrotherapy specialists. My team are able to provide you with an accurate diagnosis and fast effective treatment for a whole range of physical conditions and sports injuries.
The clinic is situated within Gosling Sports Park approximately 2 miles from junction 4 of the A1 (M) and 1 mile from Welwyn Garden City centre. If you have a concern you would like to discuss with a member of our team, please do not hesitate to contact us.
We would like to thank Mandy Avery for taking the time to share her experience of KDW and tell us a bit more about herself and her fantasic property in La Maison Anglaise.