Testimonials
Read some of the feedback received from clients.Maria has been a great Partner helping me plan for my finance needs. She has brought a number of opportunities to my attention and worked with me to make sure they worked for my family. I couldn't recommend her more.
Maria has been a huge help to me by reviewing my multiple pension pots and offers honest and fair advice on what to consolidate. She has always been open and candid about the markets and the best options to suit my individual needs. Maria is extremely professional, with a caring and friendly natu...
I had engaged with a number of IFAs before (including obtaining advice from the private banking service at my bank) but always found the experience unsatisfactory. At best, I felt that my personal interests were not at the forefront of the advice. Working with Maria has been a refreshing change f...
Maria is awesome! Thank you Maria for all the hard work that you have invested in understanding my unique circumstances and working with me to prepare a financial plan that I not only understand but also feel will help me reach my goals. I cannot recommend you more highly and look forward to work...
Maria is professional and diligent and above all, honest. She knows the pensions business inside out and understands my investment objectives and attitude to risk. She is always available to provide guidance and deliver quality advice. She is willing to spend time to explain complex issues in a c...
Having never had a financial adviser before, I did not know what to expect, however, I've found Maria to be very knowledgeable and her advice sound and considered. She has also helped me make informed decisions to protect myself and family should the worse happen. Overall, Maria has become a trus...
Maria listened carefully to my goals and concerns and quickly helped me put measures into place to address them. Her advice has been expert and knowledgeable, and her manner is highly personable and responsive. It is great to feel in control of my finances and to envisage a more secure future, th...
Maria creates a very relaxed atmosphere, which takes the worry away from me around financial matters. She advised me with my best interest at heart and she explained things clearly, which allowed me to make an informed decision. I absolutely recommend Maria’s services.
We wanted to take more control over our family finances and to develop a long-term proactive strategy for managing our money. Maria helped us to achieve this by providing expert and relevant advice, at the right times. Maria is very thorough, which we find useful. Having known Maria for many year...
Maria has offered an exceptional service from start to finish. She has explained the process, given great advice and listened to my concerns always ensuring she addresses these. I was very lucky to have chosen Maria to help me with my pension and would recommend her to everyone. Thank you for pro...
Maria provided advice and implementation for our group life policy for 50 employees and key person insurance policies for our Series A investment. Maria was head and shoulders above all the finance professionals I have worked with over the last twenty years: in terms of clarity, advice, knowledge...
