0330 038 8939
Based in Bath
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FCA Regulated
Maria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 June 2025
Maria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Maria has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Maria has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Maria has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Maria has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Maria has not yet added their fees to their profile
Fees not yet added
Maria has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maria (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Maria
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maria (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Maria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 June 2025
Maria and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Maria has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Maria has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Maria has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Maria has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Maria has not yet added their fees to their profile
Fees not yet added
Maria has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maria (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Maria
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Maria (based on 6 first impressions)
Are you a business owner or a professional working in financial services, tech or the legal sector? How well do you understand your current financial position and how to reach your goals? Life is full of twists and turns, planning is tricky when when you can’t predict the future. However, I am convinced that with the right financial guidance and tailored support you can create the life you want, no matter how complex your business or personal life is. Your journey to financial wellbeing starts with a no-obligation financial review to take stock of your current finances and discuss what’s important to you. Below are some of areas I can help with: *Personal planning* ✅ Tax optimisation and tax efficient investing ✅ Pension planning, including reviewing existing arrangements ✅ Protection in the event of illness/injury ✅ Investing for your children/grandchildren ✅ Inheritance tax planning *Corporate planning* ✅ Tax efficient profit extraction ✅ Employee benefits - Group Life/Income Protection/Critical Illness ✅ Business protection - Key Person/Shareholder/Relevant Life ✅ Executive pensions ✅ Cash management & foreign currency service Get in touch today for a chat about how your life can be transformed by planning for financial success. Outside of work, I am a busy mum of two and enjoy travel, dance and learning languages. I’ve been obsessed with my Ninja Foodie since 2020! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
MI Wealth Consultancy 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.