Maria has traditional values, but at the same time is recognised for her dynamic approach. As an Independent Financial Adviser, Maria specialises in ensuring long term financial security for her clients. She needs to be confident her 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.
Maria joined Atlantic Coast Associates in 2004 as a mortgage and protection adviser. One of her prime aims is to build lasting relationships with her clients ensuring that with regular reviews, she can provide the guidance needed to help them meet their financial goals.
Where necessary, Maria strives in thinking “outside the box”, and will exhaust every possible avenue for her clients. She is 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’. Maria additionally helps clients to maintain their living standards in retirement with advice on equity release options.
Maria can also advise on drawdown, annuities, investments (UK and offshore), tax planning needs. This complements her work in writing wills, trusts, and lasting power of attorney documents which she does outside the business of Atlantic Coast Associates.
Call Maria on: 01872 571868