Meet The Finance Experts – Our Unique Experience

Meet The Finance Experts – Our Unique Experience

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Hi Ladies, its Anna & Hilary here. We met at Unique Ladies International Womens Day on 8 March 2022 and have been friends ever since!

Hilary

I’m a Director and accountant at Ginger Accounts and I have worked in the industry for 25 years.  I help individuals and businesses with their tax and compliance responsibilities and look after their business finances so that they don’t need to worry about that and can concentrate on running their businesses.   In becoming an accountant, I wanted to work with individuals and businesses so that they could be in control of their tax affairs and finances to enable them to plan ahead and operate their financial affairs in the most profitable yet tax efficient manner.  In my spare time, I love the outdoors, walking our dog, going to the gym, socialising with family and friends, oh and my favourite thing – shopping!

Anna

I’m a Director & financial planner at Adamson Ross Wealth Management, I have worked in the industry for over 11 years, and I help individuals and business owners to build a long-term financial plan which works for them, their businesses and their families. In becoming a financial adviser, I wanted to strive to close the gender wealth gap, grow financial literacy, and support individuals and their families in securing their financial future. In my spare time, I love walking (& cuddling!) my dog, spending time with my family, listening to music, playing board games, and binge-watching Netflix series!

Adamson Ross Wealth Management and Ginger Accounts are based in Preston and Garstang respectively, but we each work with clients from all over the country, as we can meet with clients online as well in their homes or places of work.  

Adamson Ross Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Adamson Ross Wealth Management is a trading name of Adamson Ross WM Ltd.

SJP Approved 10/10/2024.

Unique Ladies: The Impact on us

Unique Ladies is an excellent way to grow your confidence in a safe space, develop creative ways to grow your business, and connect with people you might otherwise never have crossed paths with.

At the core of each of our businesses, we want to do the right thing by our clients, ensuring that they can access the advice and support that they need so that they can deal with all aspects of their personal and business finances & taxes.

Within our specific roles, we both feel incredibly privileged to be invited into our clients’ ‘inner circles’, where we discuss sensitive, confidential, often very personal information, and to be trusted with something that is crucial to their overall wellbeing. Finances are the leading cause of stress in the UK, and we do not underestimate the level of trust and accountability required to do the jobs that we do on behalf of our clients.

When referring business to anyone, we both share the same values and believe that the key things to look for are:

  • shared values: prioritizing client outcomes and putting the interests of the clients first; and
  • shared motives: ensuring that the client receives excellent advice & support, and a well-rounded and thorough service

Q&A with Dr. Dawn!

Dawn: What do you love most about your work?

Anna: For me, it’s the relationships with my clients. I see them regularly, sometimes three or four times in quick succession, and at least once a year thereafter. When you spend that much time with someone, you get to know them well, you care about them beyond just the financial planning conversations you have, and you’re often there through the biggest events of their lives: big business decisions, marriages, new babies, divorces, deaths, house purchases, inheritances, and all other kinds of significant moments. It’s a real privilege to go through those things with such a wide variety of people, and to add real value to their lives at times of significant change.

Hilary: As with Anna, it is the relationship I build with my clients – it is so satisfying knowing that not only are you are helping them with their business, but you are also relieving a great deal of stress for them.  I work a little differently than most accountants by carrying out every aspect of the work myself and getting to know them and their families and what makes them tick.  It means that if they have a query, there is always continuity and I know everything that is going on with their business so they can get answers and information quickly when they need it.  It is also most rewarding knowing the amount of trust they place in me to look after them because I have their best interests at heart.

Dawn: What advice would you give to anyone who is interested in starting their networking journey?

Hilary: It’s not as scary as you might think, especially at Unique Ladies – you are joining a group of like minded ladies who have your back, so just get in there, be confident and be yourself – you never know what it might lead to!

We’ve loved having the opportunity to talk a bit more about how Unique Ladies has worked for us. We are so grateful to Unique Ladies for enabling us to cross paths with each other!

Anna & Hilary  

SJP Approved 11/10/2024

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