Maria Spencer – Chartered Financial Planner
Independent Financial Advice. Helping you to Create, Grow, and Preserve Your Wealth
📞 Call to arrange a free initial meeting | 📧 Contact Maria: maria@theiceni.co.uk
Meet Maria Spencer – Chartered Financial Planner
Hello I’m Maria, a Chartered Financial Planner at Iceni Financial Advisers. With over 20 years of experience in pension and investment advice, I work with individuals and families who want clarity, confidence, and a personalised financial plan.
My role is to help you make the most of your wealth so that you can find a balance between enjoying the lifestyle you want now, while looking after your future and loved ones.
How I Can Help You
I provide friendly, professional advice on:
- Retirement planning and pensions – ensuring your retirement savings are invested wisely and give you the income you need.
- Investment advice and portfolio management – creating a tax-efficient portfolio designed around your goals and risk comfort.
- Inheritance tax planning – protecting your family’s wealth and passing it on efficiently.
- Wealth protection – safeguarding your lifestyle and family with the right insurance and where appropriate, trusts.
- Specialist pension advice – including pension transfers, divorce settlements, and SIPPs.
Why Clients Choose Iceni Financial Advisers
- Open, honest discussions – taking the time to understand what matters most to you and putting your best interests at the heart of our advice.
- Clear explanations – no jargon, just straightforward guidance.
- Independent advice – based on the whole of the market, not tied or restricted to any particular company or investment provider.
- Transparent charges – costs of advice are clearly discussed and agreed upon before commencing work.
- Local knowledge – based in Norfolk, working with clients nationwide.
Chartered Financial Planner – The Gold Standard
Firstly, the Chartered Financial Planner status is awarded by the Chartered Insurance Institute. Secondly, it is regarded as the “gold standard” in financial planning, reflecting technical expertise and a commitment to professional ethics. Thirdly, choosing a Chartered adviser means peace of mind that you are working with a trusted and highly qualified professional.
Take the First Step Today
The first conversation is complimentary and without obligation. Many clients tell me they feel reassured after our first meeting. Ultimately, knowing they can find clarity and a financial plan that makes sense. To book a free initial meeting.
📧 Email: maria@theiceni.co.uk
📱 Call or WhatsApp: 07969 757017
Maria Spencer – Chartered Financial Planner. Helping you create, grow, and preserve wealth
