Introducing: Paperwise Solutions

By Kieran Drew
In October 12, 2016
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mandyAt Redwood, helping our clients goes beyond the services and support we can offer in house. Our unique relationship with our clients means over the years we have tried to find expert partners who can help our clients in ways beyond financial and estate planning advice.

In the last few years, we have identified that for a number of our clients, as they get older they need some help managing their affairs, keeping on top of their post and organising their paperwork.

Meet Mandy Tourle, of Paperwise Solutions, who decided to change career path from being a solicitor and set up her own business as a Later Life and Bereavement Consultant and help sort out paperwork and documents for people.

Mandy’s experience spans more than fifteen years in the legal profession, working in many areas of law. Her passion, however, is helping people on a more personal level.

Legal documents lead to mountains of paperwork, which can often become overwhelming and bewildering. Mandy developed Paperwise Solutions after realising the need existed, following the death of a loved one in her own family and helping her mother and aunt sort out the paperwork and red tape.

Paperwise Solutions’ work ethics and values, fits well with Redwood Financial, and how it too likes to support and help its clients in planning and preparing for the future for themselves and their families.

The main services Mandy has provided to our clients are:

  • Establishing and maintaining household budgets and daily spending.
  • Sorting and organising their paperwork for later life, to remove papers that are no longer required, incorporating a simple and easy to use system for filing and reviewing all assets and utilities
  • Changing utility providers and saving hundreds of pounds in the process
  • Preparing papers for bereavement; assisting in advising banks, utilities etc,
  • Bereavement advice and administrations to cover collating all information so any future executors will be able to deal with matters effectively and stress free
  • General support with correspondence.

Mandy is very much a people person and has a tremendous ability to work with people in their own homes to provide a stress free environment, and give help and advice when they need it most.

One of Redwood Financial clients said in his words, he was struggling with keeping on top of his affairs.

He said: “As the years go by I am having more and more trouble dealing with my affairs of business.  Thank you, Redwood for recommending Mandy’s services to me.  I am happy to have somebody there to remind me, and guide me on work that has to be done.  It’s a real help to have her overseeing my affairs.”

Michael Webster

Mandy commented: “I love getting to know people, and spending time talking to them. I can do this now in my new role, much more than I could working as a solicitor.”

“People can become over whelmed with paperwork, and in some cases be quite afraid of it or even embarrassed to mention it to people or to admit that things are a little out of control.”

“There is no need for this, it is easy to remedy, and the relief I have seen it give people is amazing, and I am really happy to provide that level of support and comfort to people.”

“Working with Redwood Financial has allowed my services to be available to so many more people needing help, and really compliments the services they already offer their clients.”

She added, “People may be facing life on their own, or they may have a life partner who is ailing and they want to get on top of things or they may simply want to learn to be more organised or to learn new skills such as mastering the internet to be able to do online shopping. I can help with all of that.”

Mandy’s services are available to all, not just older people, and include helping people organise and de-clutter their homes. She is also happy to give free talks to groups of people, offering tips on how to become more organised.

 

Redwood Financial are delighted to be able to work with Mandy, offering added value to clients, finding the solutions to worries and fears about paperwork and getting their affairs in order, for total peace of mind.

paperwise-logo-copyIf you would like to get in touch with Mandy for more information on how she could help you, you can call our office or contact Mandy directly:

Telephone: 07425 166444

Website: www.paperwisesolutions.co.uk

Email: mandy@paperwisesolutions.co.uk

 

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Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469.

Disclaimers

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Contact us

Telephone: 01489 877547
Email: info@redwoodfinancial.co.uk

Company information

Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661
Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire,