Maria Isaeva

What were the circumstances that caused you to initially look for an adviser?

We were looking for some financial planning support and were recommended Maria after very positive reviews from a friend.

How has Maria Isaeva helped you?

Maria has really helped us to understand how to plan our long term financials goals and has provided excellent support in managing pension investments.

Have you seen the outcome you were hoping for?

So far yes, after our initial meeting we immediately found her advice to be very insightful and practical.

What could they have done better?

There isn't anything we can think of, Maria has been really friendly, approachable and helpful.

What were the circumstances that caused you to initially look for an adviser?

I wanted expert guidance on how to grow and protect my money, plan for retirement, make the most of my investments, and simply plan for my future.

How has Maria Isaeva helped you?

Maria has taken away the financial admin burden along with providing a wealth of education in an area I am was very immature.

Have you seen the outcome you were hoping for?

Absolutely, I can't recommend her enough.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Maria

Maria has an excellent knowledge of the Life Insurance market which she managers for us. She is very professional and personable in her approach and takes time to listen and understand your requirements. Her response to any queries is quick and helpful.

What were the circumstances that caused you to initially look for an adviser?

I am getting to a point in my life where I needed to ensure that my retirement would be covered by my pension comfortably so needed advice and help with my finances.

How has Maria Isaeva helped you?

Maria has helped me understand the options available to me and worked through my long term financial plans to ensure that I can meet my financial goals.

Have you seen the outcome you were hoping for?

Not yet as still early on in the journey.

What could they have done better?

Nothing I can think off.

What were the circumstances that caused you to initially look for an adviser?

I had pensions in several pots that were not under an advised service and made very little return over several years. An advised service has had a massively positive impact on the value of both my investments and my pension pot.

How has Maria Isaeva helped you?

Maria has been able to assess my risk appetite and to suggest the right investment profile for me. With her help, my investments and pension savings have grown by over £140,000. I am very happy with the service and advice provided. Great value for money!

Have you seen the outcome you were hoping for?

Absolutely, my investments and retirement savings have grown more than £140,000 in just a few short years with Maria’s help.

What could they have done better?

Maria’s approach is measured, personally tailored and sensitive to my circumstances in every respect. She also has a wealth of investment experience including from before she became a financial advisor.