0121 659 8159
Based in Solihull
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: March, 2015
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Natalia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Natalia's status
Last checked: 05 May 2025
Natalia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Natalia's status
12
Recent Client Reviews
Natalia has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Natalia has received 12 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: 31 March 2025
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.
12
Qualifications Uploaded
Natalia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Natalia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Natalia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Natalia has provided information on their typical fees
Natalia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalia (based on 30 first impressions)
97% of users who are not yet clients had a positive first experience with Natalia
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalia (based on 30 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Natalia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Natalia's status
Last checked: 05 May 2025
Natalia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Natalia's status
12
Recent Client Reviews
Natalia has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Natalia has received 12 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: 31 March 2025
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.
12
Qualifications Uploaded
Natalia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Natalia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Natalia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Natalia has provided information on their typical fees
Natalia has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalia (based on 30 first impressions)
97% of users who are not yet clients had a positive first experience with Natalia
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Natalia (based on 30 first impressions)
With over 20 years of experience in the financial advice sector as an Independent Financial Adviser, I have helped a large number of clients to increase and protect their assets, pay less tax and retire early. I provide my clients with advice and strategies to make the most of their money and of their lives. Uncovering their ideal lifestyle and helping them to achieve it is the most rewarding aspect of the work that I do. Our investment approach leverages leading academic theory and high quality empirical evidence to ensue that we make the best possible recommendations, helping to secure the best possible outcomes. In addition to my master’s degree in Economics, I completed the Advanced Diploma in Financial Planning and became a Charted Financial Planner in 2011 – the most widely accepted “gold standard” qualification for professional financial advisers in the UK. My home is in Solihull, where I live with my husband in a self-built home (not literally!) and enjoy travelling, playing tennis and reading. If you would like to have an initial chat about your circumstances and goals - I would love to hear from you. An initial consultation is always at our cost and can be conducted at our offices (Solihull or Birmingham), at your home or place of work.
Offers available through VouchedFor
Contact Natalia 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 Natalia's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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