Connect with me
Real networking
for women in business
We are a boutique financial consultancy based in Bath and London, providing tax efficient financial planning advice to ambitious business owners, professionals and families.
A bit about me...
My clients describe me as ‘helpful’, ‘invaluable’, ‘professional’, and ‘approachable.’
As a working parent, I understand the stresses of raising a family, while running a business, or working in an intense full-time job. Understanding how this impacts financial and emotional wellbeing means I can provide an empathic service tailored specifically to business owners, professionals and families.
When clients contact me saying they feel financially secure and confident about their future or that they have been able to retire earlier than they expected – these are the moments that define my success as an adviser.
Outside of work, I enjoy the outdoors, family time with our new puppy, netball and dance. One of my other passions is cooking - I’ve been obsessed with my Ninja Foodi since 2020 and now I’m thinking of getting a second one!
I look forward to connecting, sharing knowledge and exploring business synergies. Feel free to message me to book a 1-2-1!
Recommendations
"Maria is very easy to talk to and is super thorough in her approach to financial planning. I fully trust Maria to look after my assets and have really enjoyed working with her. Maria is very knowledgeable, as a result of her financial background and is always available for advice."
Recommended by Private Client, VouchedFor
"I reached the age where I could no longer put off serious and proper pensions and retirement planning. Maria has helped consolidate and plan my pensions to prepare for retirement. She has also helped consolidate and plan my savings & investments for long term capital growth. Maria has been extremely helpful and informative. I have a clear picture of my finances for the future, and a robust plan to deal with all eventualities and circumstances. I'm prepared financially for the short, medium and long term future."
Recommended by Private Client, VouchedFor
"Maria has been a huge help to me by reviewing my multiple pension pots and offer honest and fair advice on what to consolidate. She has always been open and candid about the markets and the best options to suit my individual needs. Maria is extremely professional, with a caring and friendly nature. I look forward to a long and productive relationship with her."
Recommended by Sally Speirs, Director
"Maria has been incredibly helpful. I have a much clearer idea of what the future holds and what that means for me and my family financially now. I also feel very confident in my savings knowing that Maria is monitoring the situation and getting in touch when there are changes either in my life or in the economy. Through Maria's advice over recent years, I have been able to pay off my mortgage, maximise my pension payments and save a good pot to be able to support my family in the future. Maria is highly professional and personable, making the whole process a pleasure too."
Recommended by Lois Wheller, Company Director
Are you wondering about networking but feeling nervous about it?
Our FREE guide will help you to feel comfortable and confident when networking - even if you're an introvert!
Download your FREE guide now