I have worked in the Financial Services industry since 2007. During this period, I developed a wealth of knowledge, particularly in respect of pre and post retirement planning and have gained significant exposure to a range of different investment and tax planning strategies.
Since transitioning from my career in technical pension roles to Financial Planning in 2018, I have found that the most rewarding part of my job is in building lasting relationships with you, my clients by helping you and your family identify and achieve your financial goals. I do this through building individually tailored plans, aiming to give you the peace of mind that goes hand in hand with being on track to achieve your short- and long-term financial objectives.
I do not believe in a ‘one size fits all’ solution when it comes to financial planning. My advice is individual, independent and bespoke.
Outside of work, I am a keen golfer (although still far from mastering it!), suffer as a Crystal Palace fan and enjoy skiing and scuba diving.
I am based in Croydon. I will provide you with a free no obligation initial review either by video conferencing or by phone. Post lock-down, I’d be happy to visit you in the comfort of your own home.
Maria Ballatori, Ealing