I am very passionate about making financial planning accessible to more people, particularly those who are unaware that financial advice is for everybody.
I provide holistic financial planning solutions for individuals, families, business owners and corporate executives.
The main emphasis is on building long-term relationships with my clients and to provide them with trusted financial advice as their financial needs evolve over the years.
My area of expertise is in investment planning and tax planning for SMEs and executive management. I am also an expert in pensions and retirement planning.
I am bilingual (English and Polish), and hold a Master’s degree in Finance and Banking, as well as a LSE Diploma for Graduates in Banking.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.