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Based in Inverness
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: November, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Mary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Mary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
62
Recent Client Reviews
Mary has received 62 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mary has received 62 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: 03 November 2024
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.
2
Qualifications Uploaded
Mary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Mary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mary has not yet added their fees to their profile
Fees not yet added
Mary has not yet added their fees to their profile
10
Positive First Impressions
70% of VouchedFor users have had a positive (4 or 5 star) first experience with Mary (based on 10 first impressions)
70% of users who are not yet clients had a positive first experience with Mary
70% of VouchedFor users have had a positive (4 or 5 star) first experience with Mary (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Mary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Mary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
62
Recent Client Reviews
Mary has received 62 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mary has received 62 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: 03 November 2024
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.
2
Qualifications Uploaded
Mary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Mary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mary has not yet added their fees to their profile
Fees not yet added
Mary has not yet added their fees to their profile
10
Positive First Impressions
70% of VouchedFor users have had a positive (4 or 5 star) first experience with Mary (based on 10 first impressions)
70% of users who are not yet clients had a positive first experience with Mary
70% of VouchedFor users have had a positive (4 or 5 star) first experience with Mary (based on 10 first impressions)
With over 30 years’ experience in the financial services industry, I understand the importance of delivering excellent service, communicating clearly, and building meaningful relationships with my clients. I am passionate about supporting both individuals and businesses to achieve their financial goals through the provision of high-quality financial advice. Based in Inverness, I provide financial planning advice to clients throughout the Highlands, Skye and beyond, providing a highly personalised, discreet and confidential level of service. My advice covers all areas of financial planning including Retirement Planning, Wealth Protection, Savings and Investment planning. Away from work, I love keeping fit and early morning circuits sets me up nicely for the day ahead! SJP Approved 27/10/2023 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 30/09/2024
£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 Mary's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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