Dharmea Financial Planning was born out of a real passion for a company that would place clients at the centre. The company values are, treat others as you wish to be treated yourself, always. We want to be part of our client’s lives for the long term, to be able to enjoy the highs, but to be also there for the lows.
Providing financial advice is such a personal process which involves a large amount of trust, but in order to gain this, we first must work to build that rather than just expect it. It is important that we can prove to you that we are the right company to be entrusted with this very precious entity. Ensuring that our clients feel that they can pick the phone up to us, receiving the help and support they need at a given time. We feel that the way to do this is to be very clear with the advice we give our clients so that they have the time to digest the information.
We also want to encourage younger people to train in this amazing profession. To realise their aspirations and ambitions to grow into being the best adviser they can be. Covid has hampered these plans a little, as with a number of companies, but this will come back on track in the future.
Dharmea Financial Planning was born out of a real passion for a company that would place clients at the centre. The company values are, treat others as you wish to be treated yourself, always. We want to be part of our client’s lives for the long term, to be able to enjoy the highs, but to be also there for the lows.
Providing financial advice is such a personal process which involves a large amount of trust, but in order to gain this, we first must work to build that rather than just expect it. It is important that we can prove to you that we are the right company to be entrusted with this very precious entity. Ensuring that our clients feel that they can pick the phone up to us, receiving the help and support they need at a given time. We feel that the way to do this is to be very clear with the advice we give our clients so that they have the time to digest the information.
We also want to encourage younger people to train in this amazing profession. To realise their aspirations and ambitions to grow into being the best adviser they can be. Covid has hampered these plans a little, as with a number of companies, but this will come back on track in the future.
Marie, our adviser, originally trained within a high net worth financial institution and was one of the youngest individuals to be accepted into the company. Having now worked in Financial Services for over 23 years, she still loves every minute of it.
Having a wealth of experience means she has the ability to advise on various aspects of an individual’s or business’s financial position, covering areas from pensions to investments and protection.
Being local to the North West, she is based in Bolton, but has clients all over the country, from Manchester to Edinburgh to London to South Wales.
There is always a cup of tea on offer and a friendly conversation, with no problem insurmountable when you are in her company.
Marie brings professionalism and an opulence of expertise to the company, with a very easy going personality.
Marie, our adviser, originally trained within a high net worth financial institution and was one of the youngest individuals to be accepted into the company. Having now worked in Financial Services for over 23 years, she still loves every minute of it.
Having a wealth of experience means she has the ability to advise on various aspects of an individual’s or business’s financial position, covering areas from pensions to investments and protection.
Being local to the North West, she is based in Bolton, but has clients all over the country, from Manchester to Edinburgh to London to South Wales.
There is always a cup of tea on offer and a friendly conversation, with no problem insurmountable when you are in her company.
Marie brings professionalism and an opulence of expertise to the company, with a very easy going personality.
Marie Meagher is a Independent Financial Adviser with a warm and open approach who is straight talking in plain English. Will never baffle you with jargon.
