0330 038 8939
Based in Bournemouth
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marta is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marta's status
Last checked: 08 May 2025
Marta is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marta's status
29
Recent Client Reviews
Marta has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marta has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Marta has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Marta has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 6 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 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Marta is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marta's status
Last checked: 08 May 2025
Marta is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Marta's status
29
Recent Client Reviews
Marta has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Marta has received 29 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 19 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Marta has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Marta has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marta (based on 6 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 6 first impressions)
My name is Marta Daniel, and I am a qualified Financial Adviser with a strong academic background in law and economics. Holding a Level 4 qualification in financial advising, I also possess a mortgage advice qualification, further expanding my expertise. I specialize in long-term investment planning, pensions, protection, and Inheritance Tax (IHT) planning, providing clients with tailored financial strategies to secure their future. Outside of my professional life, I am passionate about challenging myself through sports, pushing my limits both mentally and physically. I am an avid reader, constantly seeking new knowledge and perspectives, and have a deep appreciation for art, finding inspiration in creativity. With a blend of technical expertise and personal interests, I approach both my career and hobbies with dedication and a desire for continuous growth.
Offers available through VouchedFor
Contact Marta through VouchedFor and your initial 1 hour 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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