Marta Daniel

Financial Planner

Reviews and Ratings for Financial adviser Marta Daniel, Bournemouth

Get to know Marta

Marta is a qualified financial planner with a strong academic background in law and economics. She holds a Level 4 qualification in financial advice and also has a mortgage advice qualification, further broadening her expertise.

She specialises in long-term investment planning, pensions, protection, and Inheritance Tax (IHT) planning, providing clients with tailored financial strategies designed to help secure their future.

Outside of her professional life, Marta is passionate about challenging herself through sport, pushing her limits both mentally and physically. She is an avid reader who enjoys exploring new knowledge and perspectives, and she has a deep appreciation for art, drawing inspiration from creativity. With a blend of technical expertise and personal interests, she approaches both her career and hobbies with dedication and a focus on continuous growth.

The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.

In the spotlight

How do you feel you add value for your clients?

I help clients with their personal finances with a focus on their long-term goals and financial freedom, rather than short-term problems, in an easy-going way and relaxed atmosphere. I am approachable and I avoid financial jargon to ensure we’re always on the same page.

What ‘financial freedom’ means to me:

It means having the resources to live life on my own terms without being restricted by financial stress or unexpected costs.

My favourite holiday destination is:

The Iberian Peninsula. But I must add, I usually say ‘I could live here’ wherever I go!

Must-know information

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