Maria has over 15 years’ experience in the wealth management industry. Prior to setting up MI Wealth Consultancy, she managed portfolios for large Institutional clients in Europe, USA and Australia.
As a financial adviser, Maria’s role is to provide expert financial and investment advice and service to her clients. From the initial consultation, she takes great care in getting to know her clients, which in turn helps to build trust and long-lasting relationships.
At the outset, Maria’s approach is to focus on the fundamentals, which may include, writing a Will* and ensuring adequate wealth protection is in place (incorporating any trust planning where necessary). She takes a holistic approach, ensuring that all areas are thoroughly reviewed and any tax saving strategies are considered.
Maria has a particular specialism, working with foreign nationals, who are resident in the UK (Non-Doms), helping them to structure their wealth in the most tax-efficient way.
Where necessary, she works closely with other professionals, specialising in non-domiciliary tax planning services to help achieve the best possible outcomes for her clients.
Maria has achieved the highest distinction in the investment management profession, the CFA charter, and is currently working towards her Chartered Financial Planner certification – the profession's gold standard for financial advisers.
Outside of work, Maria spends most of her time with her husband and two children. She loves travelling, cooking, languages and dance.
*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.
Shara joined MI Wealth Consultancy in March 2020 as an Executive Assistant. Shara brings a wealth of experience, previously working in multiple industries across the corporate, public and private sectors.
Shara's role is to ensure the effective operation and smooth functionality of the Practice and to support Maria with ongoing client servicing, communications and administrative tasks.
Outside of work, Shara enjoys travelling far and wide, dancing, new adventures, socialising, country pursuits and keeping fit.
Shara also provides her services to other members of the St. James's Place Partnership.