Meet your personal financial expert

Take control of your financial future with personalized strategies from a qualified financial expert.

Financial advice has become affordable for all

Wojciech

Wojciech

Diploma for Financial Advisers
Diploma in Accounting
Member of London Institute of Banking and Finance

I’m Wojciech, a dedicated financial expert with a solid background in accounting and finance. I hold a Diploma for Financial Advisers, a Diploma in Accounting, am a qualified bookkeeper and a proud member of the London Institute of Banking and Finance. My goal is to help individuals make smart financial decisions.

With years of experience I understand the challenges you face. I offer practical, straightforward guidance on managing your money, planning for the future, and navigating financial regulations. I also use my skills in data analysis and programming to provide clear, effective solutions tailored to your needs.


Start with a Free Financial Check-Up

If you’ve been hesitant to take the first step towards financial security, now is the time. I offer a free financial check-up to help you assess your current situation and identify areas for improvement. Together, we’ll craft a plan that aligns with your goals, giving you the confidence to take control of your financial future.


Our comprehensive suite of professional services.

  • Plan Your Budget

    I can help you create a plan to manage your income and expenses effectively.

  • Invest Smart

    I can provide guidance on where to invest your money for the best returns.

  • Save for the Future

    I can develop a plan to help you save money for future needs or emergencies.

  • Secure Your Retirement

    I can assist in building a solid plan to ensure you have enough money when you retire

  • Choose the Right Insurance

    I can guide you in selecting the right insurance to protect your family and assets.

  • Set Up an Emergency Fund

    I can help you set up a fund for unexpected expenses.


Affordable Financial Guidance vs. Traditional Costs – See the Savings!

Service TypeOld fashioned adviceFinancial Guidance
Average cost of service£995 – £1,495£60 per session
Hourly Rate£75 – £350£60 per session
Minimum Investment£50,000 – £100,000No Minimum Investment

Financial Jargon
vs
Normal Language 

Imagine you’re in a meeting with a financial advisor, and they say:

“We need to consider your asset allocation strategy to ensure an optimal balance between equities and fixed income, taking into account the current equity risk premium and adjusting for your individual risk tolerance and liquidity needs.”

The Problem with Financial Jargon

Too many financial advisors use complex jargon that leaves clients more confused than confident. Terms like “asset allocation”, “equity risk premium”, or “liquidity ratios” might be second nature to them, but for many people, this sounds like a foreign language.

But it doesn’t have to be this way.

I would simply say:

“Let’s see how your money is split between different things, like stocks and savings. We want to make sure your money is safe and easy to get if you need it.”

Why This Matters:

 I believe that financial advice should be easy to understand, so you always know exactly what’s happening with your money.


Flexible Meeting Options to Suit You

  • In-Person Meeting

    face-to-face meeting where we can discuss your financial needs in a relaxed and professional setting. Sometimes, being in the same room adds that personal touch

  • Zoom Consultation

    prefer to meet virtually? No problem. We can connect over Zoom, making it easy to share documents and discuss your plans, no matter where you are

  • Phone Call

    if a quick chat over the phone suits you best, I’m happy to accommodate. We can go over your questions and create an action plan that fits your financial goals


See what others are saying about my services.

Wojciech really helped me understand my finances better. With his guidance, I now feel in control of my money and have a clear plan for the future. I highly recommend his services!

I was confused about where to start with my savings. Wojciech made everything easy to understand and showed me practical steps to take. I’m finally confident about my financial decisions.

Wojciech took the time to listen to my financial worries and gave me guidance that was easy to understand. Now, I’m saving more and spending smarter. I wish I had found him sooner!


Frequently Asked Questions (FAQ)

What is a Financial Health Assessment?

Examining your current financial situation to understand where you are and where you aspire to be.

What qualifications do you hold?

I hold a Diploma for Financial Advisers and a Diploma in Accounting.

How do you provide guidance?

Based on your unique needs and goals, I offer clear, actionable guidance on various financial matters.

Do you tailor guidance to my specific goals?

Yes, I provide bespoke guidance tailored to your individual needs and aspirations.


Ready to take control of your financial future? 

Contact Wojciech

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