Cassie Hart - Financial Adviser - Crying in Compound Interest

Cassie Hart - Financial Adviser - Crying in Compound Interest Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Cassie Hart - Financial Adviser - Crying in Compound Interest, Financial planner, Mold (Yr Wyddgrug).

12/10/2026

Why do people avoid seeing a financial adviser? 🤔

My theory is that the biggest blocker to seeking advice is not knowing what you want 🫣

🖐️You may not have the numbers to hand
🖐️ You may not know what you want in the future
🖐️ You may not know what you’ll need in 5, 10, 15, 20 years time

I can help you understand this and work out what your goals are and most importantly, how to get you there ✅

09/10/2026

Always makes me smile 😊

I am their lady 🧒 💅

08/10/2026

🔴 Live replay 🔴
When you think you don’t need advice but you actually do….

1) Changed jobs
2) Aged 40 and over
3) Considering overpaying on your mortgage 🏡
4) Feel like you have no money left before the end of the month 💸
5) Never reviewed your insurance policies
6) Change in circumstances or reached a milestone
7) Want to retire but think you can’t afford it


06/10/2026

There is an estimated £31.1 billion sitting in unclaimed, inactive, or lost pension pots across the UK 😡 🇬🇧

Nothing says “financial adviser” quite like telling someone they’ve got lost pensions to find… and then looking at you like you’ve personally asked them to dig them up with a teaspoon. 😂

Hates tracing pensions. Loves charging for advice. 🤷‍♂️💸
Get yourself on to these sites:

https://www.findpensioncontacts.service.gov.uk

https://www.gretel.co.uk/find-lost-pensions

Or just ask your adviser to help ☺️ we’re not all afraid of a bit of legwork or digging 🦵 🪏

29/09/2026

Would you consider giving your nieces and nephews the equivalent of 20yrs worth of birthday and Xmas money upfront???
I know one uncle who did 😉

Disclaimer: This post is for general information and discussion only. It does not constitute financial advice, investment advice, or a recommendation to open or contribute to a pension for a child. Pension rules, tax treatment, eligibility, and contribution limits can change. Please check the latest official guidance and consider seeking advice from a qualified financial adviser before making financial decisions.

17/09/2026

It’s been a graft 😰

Felt like at times the only luck I had was bad luck.

But I realise you make your own luck in life sometimes.

To all my self-employed baddies out there….keep going ✌🏼

10/09/2026

just a normal gal helping normal people 🧡

09/09/2026

Which came first? The chicken or the egg? 🐔 🥚

Which do you do first? Overpay on mortgage or invest?

🏠 OVERPAY MORTGAGE

Every pound you overpay is effectively saving you the interest you would have paid on that debt.

And there’s something pretty powerful about becoming mortgage-free.

No market volatility.
No worrying about investment returns.
Just… less debt.

💸 INVEST INSTEAD

If your investments outperform your mortgage interest rate over the long term, you could potentially end up with more wealth by investing rather than overpaying.

But — and this is a BIG but — investment returns aren’t guaranteed.

Your mortgage rate is known.

Your investment return isn’t.

🤔 Which would you choose??

Let me know in the comments ✍️


08/09/2026

POV: You’re a financial adviser waiting for a provider to send information that should’ve taken approximately 30 seconds.

Day 1: “Just following up 😊”

Day 3: “Further to my previous email…”

Day 5: “I’d be grateful if you could provide an urgent update.”

Day 7: YAPPA YAPPA YAPPA. SHUT IT PLEASE. 😂

At this point, I don’t need a response — I need a case manager assigned to my case manager. 💀📋

24/08/2026

Think your pension automatically lets you take your money as and when you want?”

Think again 🤔

Some pension schemes & providers don’t offer flexi-access drawdown. So if you want to take an income directly from your pension while leaving the rest invested, your existing provider may not offer that option.

That doesn’t necessarily mean you can’t access drawdown. Depending on your circumstances, you may be able to transfer to another pension arrangement that offers it — but transferring isn’t automatically the right answer.

There can be costs, investment differences, loss of valuable benefits or other consequences to consider.

So before you move your pension, check exactly what your current plan offers — and understand the implications of transferring.

Check. Compare. Understand.

“Because when it comes to your pension, you want to know exactly what you can — and can’t — touch.” 🕺 🪩

Pensions are long-term investments. The value of investments can go down as well as up, and you may get back less than you invested. Tax treatment depends on individual circumstances and may change.

Think carefully before transferring a pension. A transfer may not be suitable for everyone.

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