Protecting Your Business. Planning Your Future.
Supporting You and Your Business
Running a business means wearing many hats—and financial planning shouldn’t be another burden. Maria Spencer – Iceni Financial Advisers helps SME owners like you take control of your personal and business finances with clarity and confidence.
With over 20 years of experience and gaining Chartered status in 2007, Maria offers independent advice across:
- ?️ Business Protection – Safeguard your company with tailored insurance solutions for key personnel, shareholder protection, loan protection and continuity planning.
- ? Personal Financial Planning – Align your personal goals with your business success through tax-efficient strategies and investment planning.
- ? Pension & Retirement Solutions – Build a robust retirement plan with options like Self Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS), designed for business owners.
- ? Succession planning – Protecting your family’s wealth and passing it on efficiently.
Why SME Owners Choose Maria
✔ Business-Focused Insight – Business owners face unique pressures and opportunities, Maria’s advice is practical, strategic, and always aligned with your goals.
✔ Clear, Honest Communication – Complex financial matters are explained in plain English, so you can make informed decisions with confidence.
✔ Independent & Transparent – As an independent adviser, Maria offers whole-of-market solutions not tied or restricted to any particular company, with clear, upfront fee structures.
✔ Local Knowledge – based in Norfolk, working with clients nationwide.
Chartered Financial Planner – What It Means for You
Maria’s Chartered status is the gold standard in financial planning. It reflects her technical expertise, ethical commitment, and dedication to delivering the highest level of service to her clients.
Take the First Step Today
Whether you’re planning for retirement, protecting your business, or simply want to make smarter financial decisions, take the first step.
? Call Maria on 07969757017 ? Email: [email protected]
Complimentary initial consultation