0330 038 8940
Based in Bath
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FCA Regulated
Marta and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 July 2025
Marta and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Marta has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marta has received 6 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: 21 April 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.
Qualifications Uploaded
Marta has not yet added their qualifications to their profile
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Marta has not yet added their qualifications to their profile
Transparent Fees
Marta has not yet added their fees to their profile
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Marta has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Marta
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Marta and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 July 2025
Marta and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Marta has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marta has received 6 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: 21 April 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.
Qualifications Uploaded
Marta has not yet added their qualifications to their profile
Qualifications not yet added
Marta has not yet added their qualifications to their profile
Transparent Fees
Marta has not yet added their fees to their profile
Fees not yet added
Marta has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Marta
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 4 first impressions)
I have over 15 years of experience in the financial industry and hold the CII Diploma in Financial Planning. I work for FD Cummins Financial Planning, part of The Advice Partnership from Prudential. It is a well established business with over 40 years of experience in financial industry between us. My main professional intention is to help people realise and achieve their financial goals. I help people achieve financial security by providing expertise across all areas of financial planning, including: - retirement, - investments, - and estate planning. I take pride in providing investment solutions to meet my clients’ needs, following a rigorous assessment of their individual financial circumstances. Quite simply, I provide sound, personal and expert advice. In my spare time, I enjoy getting outside exploring my local countryside, Pilates, cooking and I'm busy raising my two young sons. I'm passionate about environmental affairs, diversity and inclusion.
Offers available through VouchedFor
Contact Marta through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Marta's clients
Based on responses provided by clients who have reviewed this adviser
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