Maria Bailey

I have traditional values, but at the same time am recognised for my dynamic approach. As an Independent Financial Adviser, I specialise in ensuring long term financial security for my clients. I need to be confident my clients will enjoy the best possible retirement their savings and pensions will allow, whilst ensuring inheritance plans are on track and minimising inheritance tax on assets they wish to pass. I joined Atlantic Coast Associates in 2004 as an experienced mortgage and protection adviser. One of my prime aims is to build lasting relationships with my clients ensuring that with regular reviews, I can provide the guidance needed to help them meet their financial goals. Where necessary, I strive in thinking “outside the box”, and will exhaust every possible avenue for my clients. I am a very determined adviser with a vast experience in the areas of residential, buy to let/let to buy and ex-pat mortgages, the financing of self-build projects, commercial mortgages, and associated personal & business protection advice, ensuring plans ‘ stay on-track’. Additionally, I help clients to maintain their living standards in retirement with advice on equity release options. I can also advise on drawdown, annuities, investments (UK and offshore), tax planning needs. This complements my work in writing wills, trusts, and lasting power of attorney documents which i do outside the business of Atlantic Coast Associates.