Maisie is a Chartered Financial Planner in Nockolds Wealth, having joined the firm in 2026. She began her career at an asset management firm in Cambridge, where she developed a strong foundation in financial planning through hands-on client interaction. She achieved Chartered status in 2024 after completing her exams with the Chartered Insurance Institute.
In her role at Nockolds Wealth, Maisie provides holistic financial planning advice, supporting clients in making informed and confident decisions about their wealth. She advises across a range of areas including investment planning, retirement planning, protection, and estate planning. Her approach focuses on structuring clients’ finances in a way that aligns with both their long-term goals and immediate priorities.
Maisie is known for her client-focused, relationship-driven approach. She takes the time to understand each client’s individual circumstances, values, and objectives, ensuring her advice is both personal and practical. She places strong emphasis on clear communication, breaking down complex financial concepts into straightforward, accessible guidance.
Committed to building long-term relationships, Maisie regularly reviews and adapts financial plans to reflect changes in her clients’ lives and ambitions, ensuring her advice remains relevant and effective over time.
She is an Accredited Chartered Financial Planner and an Associate member of the Personal Finance Society (PFS).