0330 038 8941
Based in Witham
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: April, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Miriam Lucia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Miriam Lucia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Miriam Lucia has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Miriam Lucia has received 12 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: 24 October 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.
Qualifications Uploaded
Miriam Lucia has not yet added their qualifications to their profile
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Miriam Lucia has not yet added their qualifications to their profile
Transparent Fees
Miriam Lucia has not yet added their fees to their profile
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Miriam Lucia has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Miriam Lucia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Miriam Lucia and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Miriam Lucia has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Miriam Lucia has received 12 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: 24 October 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.
Qualifications Uploaded
Miriam Lucia has not yet added their qualifications to their profile
Qualifications not yet added
Miriam Lucia has not yet added their qualifications to their profile
Transparent Fees
Miriam Lucia has not yet added their fees to their profile
Fees not yet added
Miriam Lucia has not yet added their fees to their profile
With 8 years of experience in financial services, I've now transitioned into my passion as a financial adviser. My joy lies in assisting individuals in crafting a more prosperous future. Recognising the significance of personalized financial planning, I partner with clients to transform their aspirations into tangible realities. Understanding that each client's objectives differ, I prioritise getting to know them intimately to tailor bespoke and tax efficient Investment, retirement and estate planning advice while ensuring comprehensive protection throughout their journey. My aim is to streamline and simplify wealth management, alleviating distractions so clients can focus on their busy lives My client bank is diverse, and I particularly thrive in supporting busy professionals seeking peace of mind knowing their finances are expertly managed. I excel in catering to time-strapped professionals including solicitors and entrepreneurs, fostering open, transparent relationships where clients view me as their trusted confidant. Building enduring trust and clarity is the essence of my client-adviser rapport. I am very close to my family and I enjoy spending quality time with them. I have two young children; my 3-year-old daughter, Alyssa, and 1-year-old son, Albie, so weekends include visiting the park, going swimming and tidying up toys… and I wouldn’t have it any other way ? If you would like to know more, please just ask! 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 xx/xx/xxxx
Offers available through VouchedFor
Contact Miriam Lucia 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 Miriam Lucia's clients
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