Existing clients tel 0141 337 1346

Independent Financial Adviser

Maria has been in the Financial Services Sector since 1981 when she joined the Save and Prosper Group as a Life and Pensions Administrator.   She realised quickly that her future lay in an Advisory capacity and with a view to progressing this goal, in 1986, she joined a Firm of Independent Financial Advisers as Personal Assistant to the Managing Director.  This enabled her to work more closely with clients, initially working mainly with businesses operating company pension schemes. In 1990, she joined the financial services arm of a firm of Chartered Accountants as an Independent Financial Adviser, providing financial advice to retail clients and small businesses. This business merged with a larger IFA practice in 1999 and Maria was made a Company Director.

In 2006, Maria set up her own IFA practice, and in 2009 she joined forces with Prosperity Financial Solutions. Over the years, Maria has built up very strong relationships with her clients, developing a large client base which continues to grow, as she finds herself advising the next generation of her existing clients.

Maria is authorised to advise on Investment & Pensions, Insurance, Mortgages and Equity Release.

Maria also holds specialist Pension Transfer Permissions, enabling her to provide advice in all areas of pension planning, including Defined Benefit Transfers.

 

Call 0141 337 1346 Existing clients tel 0141 337 1346

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