Maria Isaeva
CFA, DipPFS
After working in asset management for many years, I wanted to use my passion for investing and personal finance to help clients to achieve their life goals.
As a fully qualified financial planner and a Chartered Financial Analyst, I am here to listen to you, find out what matters most and help you take control of your financial future.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
About
My clients describe me as ‘helpful’, ‘invaluable’, ‘professional’, and ‘approachable.’
As a working parent, I understand the stresses of raising a family, while running a business, or working in an intense full-time job. Understanding how this impacts financial and emotional wellbeing means I can provide an empathic service tailored specifically to business owners, professionals and families.
When clients contact me saying they feel financially secure and confident about their future or that they have been able to retire earlier than they expected – these are the moments that define my success as an adviser.
Outside of work, I enjoy the outdoors, travelling, learning languages and dance. One of my other passions is cooking - I’ve been obsessed with my Ninja Foodi since 2020 and now I’m thinking of getting a second one!
Testimonials
The Partner Practice 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.
